PCS
AVLR

Personal CFO Solutions’s Avalara, Inc. AVLR Stock Holding History

Personal CFO Solutions’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
Q4 		– Sell
-1,446
Closed -$253K – 528
2021
Q3 		$253K Buy
1,446
+57
+4% +$9.8K 0.05% 354
2021
Q2 		$225K Buy
+1,389
New +$194K 0.05% 381

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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Personal CFO Solutions's AVLR Position: Q4 2021 in Review

Personal CFO Solutions sold out of Avalara, Inc. (AVLR) in Q4 2021, closing a stake of 1,446 shares — an estimated $253K sold.

Personal CFO Solutions first reported a position in AVLR in Q2 2021 and held it in 2 quarters. The position peaked at $253K in Q3 2021. 423 funds tracked by Wall St. Rank hold AVLR as of Q4 2021.

  • Personal CFO Solutions reported no remaining Avalara, Inc. position as of Q4 2021 after selling out during the quarter.
  • Personal CFO Solutions sold 1,446 Avalara, Inc. shares in Q4 2021, an estimated $253K.
  • Personal CFO Solutions first reported a position in Avalara, Inc. in Q2 2021 and held it in 2 quarters.
  • Personal CFO Solutions's Avalara, Inc. position peaked at $253K in Q3 2021.
  • 423 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2021.

Based on Personal CFO Solutions's 13F filing for Q4 2021, filed 11 Feb 2022.