PMAM
AVLR

Penn Mutual Asset Management’s Avalara, Inc. AVLR Stock Holding History

Penn Mutual Asset Management’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
2019
Q3 		– Sell
-426
Closed -$31K – 27
2019
Q2 		$31K Buy
+426
New +$27.5K 0.03% 22

Other funds holding AVLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 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
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Penn Mutual Asset Management's AVLR Position: Q3 2019 in Review

Penn Mutual Asset Management sold out of Avalara, Inc. (AVLR) in Q3 2019, closing a stake of 426 shares — an estimated $31K sold.

Penn Mutual Asset Management first reported a position in AVLR in Q2 2019 and held it in 1 quarter. The position peaked at $31K in Q2 2019. 248 funds tracked by Wall St. Rank hold AVLR as of Q3 2019.

  • Penn Mutual Asset Management reported no remaining Avalara, Inc. position as of Q3 2019 after selling out during the quarter.
  • Penn Mutual Asset Management sold 426 Avalara, Inc. shares in Q3 2019, an estimated $31K.
  • Penn Mutual Asset Management first reported a position in Avalara, Inc. in Q2 2019 and held it in 1 quarter.
  • Penn Mutual Asset Management's Avalara, Inc. position peaked at $31K in Q2 2019.
  • 248 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2019.

Based on Penn Mutual Asset Management's 13F filing for Q3 2019, filed 7 Nov 2019.