PA
AVLR

Perennial Advisors’s Avalara, Inc. AVLR Stock Holding History

Perennial 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
2021
Q3 		– Sell
-660
Closed -$107K – 299
2021
Q2 		$107K Hold
660
– – 0.03% 106
2021
Q1 		$88K Hold
660
– – 0.03% 114
2020
Q4 		$109K Buy
+660
New +$106K 0.04% 93
2020
Q3 		– Sell
-660
Closed -$88K – 224
2020
Q2 		$88K Buy
+660
New +$64.9K 0.04% 101

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Perennial Advisors's AVLR Position: Q3 2021 in Review

Perennial Advisors sold out of Avalara, Inc. (AVLR) in Q3 2021, closing a stake of 660 shares — an estimated $107K sold.

Perennial Advisors first reported a position in AVLR in Q2 2020 and held it in 4 quarters. The position peaked at $109K in Q4 2020. 391 funds tracked by Wall St. Rank hold AVLR as of Q3 2021.

  • Perennial Advisors reported no remaining Avalara, Inc. position as of Q3 2021 after selling out during the quarter.
  • Perennial Advisors sold 660 Avalara, Inc. shares in Q3 2021, an estimated $107K.
  • Perennial Advisors first reported a position in Avalara, Inc. in Q2 2020 and held it in 4 quarters.
  • Perennial Advisors's Avalara, Inc. position peaked at $109K in Q4 2020.
  • 391 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2021.

Based on Perennial Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.