PCH
AVLR

Polar Capital Holdings’s Avalara, Inc. AVLR Stock Holding History

Polar Capital Holdings’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
-475,055
Closed -$76.9K – 381
2021
Q2 		$76.9K Buy
475,055
+182,358
+62% +$25.4M 0.33% 71
2021
Q1 		$39.1M Sell
292,697
-136,282
-32% -$21M 0.24% 105
2020
Q4 		$70.7M Buy
+428,979
New +$68.6M 0.43% 66

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

Polar Capital Holdings's AVLR Position: Q3 2021 in Review

Polar Capital Holdings sold out of Avalara, Inc. (AVLR) in Q3 2021, closing a stake of 475,055 shares — an estimated $76.9K sold.

Polar Capital Holdings first reported a position in AVLR in Q4 2020 and held it in 3 quarters. The position peaked at $70.7M in Q4 2020. 391 funds tracked by Wall St. Rank hold AVLR as of Q3 2021.

  • Polar Capital Holdings reported no remaining Avalara, Inc. position as of Q3 2021 after selling out during the quarter.
  • Polar Capital Holdings sold 475,055 Avalara, Inc. shares in Q3 2021, an estimated $76.9K.
  • Polar Capital Holdings first reported a position in Avalara, Inc. in Q4 2020 and held it in 3 quarters.
  • Polar Capital Holdings's Avalara, Inc. position peaked at $70.7M in Q4 2020.
  • 391 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2021.

Based on Polar Capital Holdings's 13F filing for Q3 2021, filed 15 Nov 2021.