RCM
AVLR

Ratan Capital Management’s Avalara, Inc. AVLR Stock Holding History

Ratan Capital Management’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
2018
Q4 		– Sell
-55,647
Closed -$1.94M – 32
2018
Q3 		$1.94M Sell
55,647
-109,321
-66% -$4.53M 1.21% 18
2018
Q2 		$8.8M Buy
+164,968
New +$7.85M 3.96% 9

Other funds holding AVLR

SC
Sageview Capital Greenwich, Connecticut $177M AUM 36.56% 1-Year Est. Return
WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
BPI
Battery Partners IX Boston, Massachusetts $22.4M AUM 27.71% 1-Year Est. Return
TCMV
Technology Crossover Management VIII Menlo Park, California $298M AUM 33.47% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $698M AUM 2.4% 1-Year Est. Return
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

Ratan Capital Management's AVLR Position: Q4 2018 in Review

Ratan Capital Management sold out of Avalara, Inc. (AVLR) in Q4 2018, closing a stake of 55,647 shares — an estimated $1.94M sold.

Ratan Capital Management first reported a position in AVLR in Q2 2018 and held it in 2 quarters. The position peaked at $8.8M in Q2 2018. 90 funds tracked by Wall St. Rank hold AVLR as of Q4 2018.

  • Ratan Capital Management reported no remaining Avalara, Inc. position as of Q4 2018 after selling out during the quarter.
  • Ratan Capital Management sold 55,647 Avalara, Inc. shares in Q4 2018, an estimated $1.94M.
  • Ratan Capital Management first reported a position in Avalara, Inc. in Q2 2018 and held it in 2 quarters.
  • Ratan Capital Management's Avalara, Inc. position peaked at $8.8M in Q2 2018.
  • 90 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2018.

Based on Ratan Capital Management's 13F filing for Q4 2018, filed 14 Feb 2019.