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

PFG 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	-1,844	Closed	-$298K	–	525
2021 Q2	$298K	Sell	1,844 -5,169	-74%	-$720K	0.03%	393
2021 Q1	$936K	Buy	+7,013	New	+$1.08M	0.12%	219

Other funds holding AVLR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PFG Advisors's AVLR Position: Q3 2021 in Review

PFG Advisors sold out of Avalara, Inc. (AVLR) in Q3 2021, closing a stake of 1,844 shares — an estimated $298K sold.

PFG Advisors first reported a position in AVLR in Q1 2021 and held it in 2 quarters. The position peaked at $936K in Q1 2021. 391 funds tracked by Wall St. Rank hold AVLR as of Q3 2021.

PFG Advisors reported no remaining Avalara, Inc. position as of Q3 2021 after selling out during the quarter.
PFG Advisors sold 1,844 Avalara, Inc. shares in Q3 2021, an estimated $298K.
PFG Advisors first reported a position in Avalara, Inc. in Q1 2021 and held it in 2 quarters.
PFG Advisors's Avalara, Inc. position peaked at $936K in Q1 2021.
391 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2021.

Based on PFG Advisors's 13F filing for Q3 2021, filed 5 Nov 2021.