RPWA
AVLR

Regent Peak Wealth Advisors’s Avalara, Inc. AVLR Stock Holding History

Regent Peak Wealth Advisors’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
Q1 		– Sell
-25
Closed -$4K – 1099
2020
Q4 		$4K Buy
+25
New +$4K ﹤0.01% 722

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Regent Peak Wealth Advisors's AVLR Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Avalara, Inc. (AVLR) in Q1 2021, closing a stake of 25 shares — an estimated $4K sold.

Regent Peak Wealth Advisors first reported a position in AVLR in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 403 funds tracked by Wall St. Rank hold AVLR as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Avalara, Inc. position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 25 Avalara, Inc. shares in Q1 2021, an estimated $4K.
  • Regent Peak Wealth Advisors first reported a position in Avalara, Inc. in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Avalara, Inc. position peaked at $4K in Q4 2020.
  • 403 funds tracked by Wall St. Rank held Avalara, Inc. as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.