PWM
AVLR

Perigon Wealth Management’s Avalara, Inc. AVLR Stock Holding History

Perigon Wealth 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
2021
Q1 		– Sell
-120
Closed -$20K – 1088
2020
Q4 		$20K Buy
+120
New +$19.2K ﹤0.01% 1063

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

Perigon Wealth Management's AVLR Position: Q1 2021 in Review

Perigon Wealth Management sold out of Avalara, Inc. (AVLR) in Q1 2021, closing a stake of 120 shares — an estimated $20K sold.

Perigon Wealth Management first reported a position in AVLR in Q4 2020 and held it in 1 quarter. The position peaked at $20K in Q4 2020. 403 funds tracked by Wall St. Rank hold AVLR as of Q1 2021.

  • Perigon Wealth Management reported no remaining Avalara, Inc. position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 120 Avalara, Inc. shares in Q1 2021, an estimated $20K.
  • Perigon Wealth Management first reported a position in Avalara, Inc. in Q4 2020 and held it in 1 quarter.
  • Perigon Wealth Management's Avalara, Inc. position peaked at $20K in Q4 2020.
  • 403 funds tracked by Wall St. Rank held Avalara, Inc. as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.