PFWA
AVLR

Paces Ferry Wealth Advisors’s Avalara, Inc. AVLR Stock Holding History

Paces Ferry Wealth Advisors’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
Q4 		– Sell
-13
Closed -$2K – 1227
2020
Q3 		$2K Buy
+13
New +$1.65K ﹤0.01% 739

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Paces Ferry Wealth Advisors's AVLR Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Avalara, Inc. (AVLR) in Q4 2020, closing a stake of 13 shares — an estimated $2K sold.

Paces Ferry Wealth Advisors first reported a position in AVLR in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 440 funds tracked by Wall St. Rank hold AVLR as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Avalara, Inc. position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 13 Avalara, Inc. shares in Q4 2020, an estimated $2K.
  • Paces Ferry Wealth Advisors first reported a position in Avalara, Inc. in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Avalara, Inc. position peaked at $2K in Q3 2020.
  • 440 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.