OPS
AVLR

Orion Portfolio Solutions’s Avalara, Inc. AVLR Stock Holding History

Orion Portfolio Solutions’s Portfolio AVLR Stock Details AVLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-48
Closed -$6K – 2242
2020
Q2 		$6K Sell
48
-75
-61% -$7.37K ﹤0.01% 1432
2020
Q1 		$9K Sell
123
-194
-61% -$15.8K ﹤0.01% 1132
2019
Q4 		$23K Buy
+317
New +$23K ﹤0.01% 745

Other funds holding AVLR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Orion Portfolio Solutions's AVLR Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Avalara, Inc. (AVLR) in Q3 2020, closing a stake of 48 shares — an estimated $6K sold.

Orion Portfolio Solutions first reported a position in AVLR in Q4 2019 and held it in 3 quarters. The position peaked at $23K in Q4 2019. 381 funds tracked by Wall St. Rank hold AVLR as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Avalara, Inc. position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 48 Avalara, Inc. shares in Q3 2020, an estimated $6K.
  • Orion Portfolio Solutions first reported a position in Avalara, Inc. in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Avalara, Inc. position peaked at $23K in Q4 2019.
  • 381 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.