RHBC
AVLR

R.H. Bluestein & Co’s Avalara, Inc. AVLR Stock Holding History

R.H. Bluestein & Co’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 		– Sell
-2,000
Closed -$266K – 371
2020
Q2 		$266K Buy
+2,000
New +$197K 0.01% 257

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

R.H. Bluestein & Co's AVLR Position: Q3 2020 in Review

R.H. Bluestein & Co sold out of Avalara, Inc. (AVLR) in Q3 2020, closing a stake of 2,000 shares — an estimated $266K sold.

R.H. Bluestein & Co first reported a position in AVLR in Q2 2020 and held it in 1 quarter. The position peaked at $266K in Q2 2020. 381 funds tracked by Wall St. Rank hold AVLR as of Q3 2020.

  • R.H. Bluestein & Co reported no remaining Avalara, Inc. position as of Q3 2020 after selling out during the quarter.
  • R.H. Bluestein & Co sold 2,000 Avalara, Inc. shares in Q3 2020, an estimated $266K.
  • R.H. Bluestein & Co first reported a position in Avalara, Inc. in Q2 2020 and held it in 1 quarter.
  • R.H. Bluestein & Co's Avalara, Inc. position peaked at $266K in Q2 2020.
  • 381 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2020.

Based on R.H. Bluestein & Co's 13F filing for Q3 2020, filed 12 Nov 2020.