PMFA
AVLR

Plante Moran Financial Advisors’s Avalara, Inc. AVLR Stock Holding History

Plante Moran Financial 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
Q4 		– Sell
-42
Closed -$7K – 1132
2021
Q3 		$7K Buy
+42
New +$7.22K ﹤0.01% 751

Other funds holding AVLR

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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

Plante Moran Financial Advisors's AVLR Position: Q4 2021 in Review

Plante Moran Financial Advisors sold out of Avalara, Inc. (AVLR) in Q4 2021, closing a stake of 42 shares — an estimated $7K sold.

Plante Moran Financial Advisors first reported a position in AVLR in Q3 2021 and held it in 1 quarter. The position peaked at $7K in Q3 2021. 423 funds tracked by Wall St. Rank hold AVLR as of Q4 2021.

  • Plante Moran Financial Advisors reported no remaining Avalara, Inc. position as of Q4 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 42 Avalara, Inc. shares in Q4 2021, an estimated $7K.
  • Plante Moran Financial Advisors first reported a position in Avalara, Inc. in Q3 2021 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Avalara, Inc. position peaked at $7K in Q3 2021.
  • 423 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.