PCR
AVLR

Potrero Capital Research’s Avalara, Inc. AVLR Stock Holding History

Potrero Capital Research’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
2020
Q2 		– Sell
-32,179
Closed -$2.4M – 59
2020
Q1 		$2.4M Buy
32,179
+2,179
+7% +$178K 1.69% 25
2019
Q4 		$2.2M Hold
30,000
– – 1.21% 28
2019
Q3 		$2.02M Hold
30,000
– – 1.16% 33
2019
Q2 		$2.17M Buy
+30,000
New +$1.94M 1.24% 29
2018
Q4 		– Sell
-12,893
Closed -$450K – 53
2018
Q3 		$450K Sell
12,893
-60,609
-82% -$2.51M 0.29% 36
2018
Q2 		$3.92M Buy
+73,502
New +$3.5M 2.92% 16

Other funds holding AVLR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Potrero Capital Research's AVLR Position: Q2 2020 in Review

Potrero Capital Research sold out of Avalara, Inc. (AVLR) in Q2 2020, closing a stake of 32,179 shares — an estimated $2.4M sold.

Potrero Capital Research first reported a position in AVLR in Q2 2018 and held it in 6 quarters. The position peaked at $3.92M in Q2 2018. 340 funds tracked by Wall St. Rank hold AVLR as of Q2 2020.

  • Potrero Capital Research reported no remaining Avalara, Inc. position as of Q2 2020 after selling out during the quarter.
  • Potrero Capital Research sold 32,179 Avalara, Inc. shares in Q2 2020, an estimated $2.4M.
  • Potrero Capital Research first reported a position in Avalara, Inc. in Q2 2018 and held it in 6 quarters.
  • Potrero Capital Research's Avalara, Inc. position peaked at $3.92M in Q2 2018.
  • 340 funds tracked by Wall St. Rank held Avalara, Inc. as of Q2 2020.

Based on Potrero Capital Research's 13F filing for Q2 2020, filed 14 Aug 2020.