SWM
AVLR

SeaCrest Wealth Management’s Avalara, Inc. AVLR Stock Holding History

SeaCrest Wealth 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
2019
Q2 		– Sell
-100
Closed -$6K – 2015
2019
Q1 		$6K Buy
+100
New +$4.64K ﹤0.01% 1690

Other funds holding AVLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BPI
Battery Partners IX Boston, Massachusetts $22.4M AUM 27.71% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
Sageview Capital Greenwich, Connecticut $177M AUM 36.56% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

SeaCrest Wealth Management's AVLR Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of Avalara, Inc. (AVLR) in Q2 2019, closing a stake of 100 shares — an estimated $6K sold.

SeaCrest Wealth Management first reported a position in AVLR in Q1 2019 and held it in 1 quarter. The position peaked at $6K in Q1 2019. 227 funds tracked by Wall St. Rank hold AVLR as of Q2 2019.

  • SeaCrest Wealth Management reported no remaining Avalara, Inc. position as of Q2 2019 after selling out during the quarter.
  • SeaCrest Wealth Management sold 100 Avalara, Inc. shares in Q2 2019, an estimated $6K.
  • SeaCrest Wealth Management first reported a position in Avalara, Inc. in Q1 2019 and held it in 1 quarter.
  • SeaCrest Wealth Management's Avalara, Inc. position peaked at $6K in Q1 2019.
  • 227 funds tracked by Wall St. Rank held Avalara, Inc. as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.