RJT
AVLR

Raymond James Trust’s Avalara, Inc. AVLR Stock Holding History

Raymond James Trust’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
Q4 		– Sell
-1,368
Closed -$239K – 1226
2021
Q3 		$239K Buy
1,368
+96
+8% +$16.5K 0.01% 968
2021
Q2 		$206K Buy
+1,272
New +$177K 0.01% 1054

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
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Raymond James Trust's AVLR Position: Q4 2021 in Review

Raymond James Trust sold out of Avalara, Inc. (AVLR) in Q4 2021, closing a stake of 1,368 shares — an estimated $239K sold.

Raymond James Trust first reported a position in AVLR in Q2 2021 and held it in 2 quarters. The position peaked at $239K in Q3 2021. 423 funds tracked by Wall St. Rank hold AVLR as of Q4 2021.

  • Raymond James Trust reported no remaining Avalara, Inc. position as of Q4 2021 after selling out during the quarter.
  • Raymond James Trust sold 1,368 Avalara, Inc. shares in Q4 2021, an estimated $239K.
  • Raymond James Trust first reported a position in Avalara, Inc. in Q2 2021 and held it in 2 quarters.
  • Raymond James Trust's Avalara, Inc. position peaked at $239K in Q3 2021.
  • 423 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2021.

Based on Raymond James Trust's 13F filing for Q4 2021, filed 31 Jan 2022.