PW
AVLR

Price Wealth’s Avalara, Inc. AVLR Stock Holding History

Price Wealth’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
Q3 		$45K Hold
355
– – 0.01% 139
2020
Q2 		$47K Buy
+355
New +$34.9K 0.01% 97
2019
Q2 		– Sell
-119
Closed -$7K – 289
2019
Q1 		$7K Buy
+119
New +$5.52K ﹤0.01% 133

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Price Wealth's AVLR Position: Q3 2020 in Review

Price Wealth held its Avalara, Inc. (AVLR) position steady in Q3 2020 at 355 shares worth $45K. The position accounts for 0.01% of the portfolio, ranked #139.

Price Wealth first reported a position in AVLR in Q1 2019 and has held it in 3 quarters since. The position peaked at $47K in Q2 2020. 381 funds tracked by Wall St. Rank hold AVLR as of Q3 2020.

  • Price Wealth held 355 shares of Avalara, Inc. worth $45K as of Q3 2020.
  • Price Wealth left its Avalara, Inc. share count unchanged in Q3 2020.
  • Avalara, Inc. made up 0.01% of Price Wealth's portfolio in Q3 2020, its #139 holding.
  • Price Wealth first reported a position in Avalara, Inc. in Q1 2019 and has held it in 3 quarters since.
  • Price Wealth's Avalara, Inc. position peaked at $47K in Q2 2020.
  • 381 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.