RMR Wealth Builders’s Avalara, Inc. AVLR Stock Holding History

RMR Wealth Builders’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 Q2	–	Sell	-929	Closed	-$124K	–	771
2021 Q1	$124K	Hold	929	–	–	0.03%	248
2020 Q4	$153K	Buy	+929	New	+$149K	0.08%	174
2020 Q3	–	Sell	-929	Closed	-$124K	–	482
2020 Q2	$124K	Buy	+929	New	+$91.3K	0.11%	151

Other funds holding AVLR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RMR Wealth Builders's AVLR Position: Q2 2021 in Review

RMR Wealth Builders sold out of Avalara, Inc. (AVLR) in Q2 2021, closing a stake of 929 shares — an estimated $124K sold.

RMR Wealth Builders first reported a position in AVLR in Q2 2020 and held it in 3 quarters. The position peaked at $153K in Q4 2020. 402 funds tracked by Wall St. Rank hold AVLR as of Q2 2021.

RMR Wealth Builders reported no remaining Avalara, Inc. position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 929 Avalara, Inc. shares in Q2 2021, an estimated $124K.
RMR Wealth Builders first reported a position in Avalara, Inc. in Q2 2020 and held it in 3 quarters.
RMR Wealth Builders's Avalara, Inc. position peaked at $153K in Q4 2020.
402 funds tracked by Wall St. Rank held Avalara, Inc. as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.