PP
AVLR

PDT Partners’s Avalara, Inc. AVLR Stock Holding History

PDT Partners’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
2021
Q1 		– Sell
-31,800
Closed -$5.24M – 929
2020
Q4 		$5.24M Sell
31,800
-24,400
-43% -$3.9M 0.35% 110
2020
Q3 		$7.16M Sell
56,200
-55,601
-50% -$7.06M 0.47% 63
2020
Q2 		$14.9M Sell
111,801
-800
-0.7% -$78.6K 1.01% 3
2020
Q1 		$8.4M Sell
112,601
-4,618
-4% -$376K 0.67% 35
2019
Q4 		$8.59M Buy
117,219
+4,596
+4% +$334K 0.53% 75
2019
Q3 		$7.58M Buy
+112,623
New +$9.11M 0.45% 87

Other funds holding AVLR

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PDT Partners's AVLR Position: Q1 2021 in Review

PDT Partners sold out of Avalara, Inc. (AVLR) in Q1 2021, closing a stake of 31,800 shares — an estimated $5.24M sold.

PDT Partners first reported a position in AVLR in Q3 2019 and held it in 6 quarters. The position peaked at $14.9M in Q2 2020. 403 funds tracked by Wall St. Rank hold AVLR as of Q1 2021.

  • PDT Partners reported no remaining Avalara, Inc. position as of Q1 2021 after selling out during the quarter.
  • PDT Partners sold 31,800 Avalara, Inc. shares in Q1 2021, an estimated $5.24M.
  • PDT Partners first reported a position in Avalara, Inc. in Q3 2019 and held it in 6 quarters.
  • PDT Partners's Avalara, Inc. position peaked at $14.9M in Q2 2020.
  • 403 funds tracked by Wall St. Rank held Avalara, Inc. as of Q1 2021.

Based on PDT Partners's 13F filing for Q1 2021, filed 17 May 2021.