Shell Asset Management’s Avalara, Inc. AVLR Stock Holding History

Shell Asset 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
2021 Q3	–	Sell	-221	Closed	-$36K	–	1519
2021 Q2	$36K	Sell	221 -248	-53%	-$34.6K	﹤0.01%	1468
2021 Q1	$63K	Hold	469	–	–	﹤0.01%	1364
2020 Q4	$77K	Buy	469 +108	+30%	+$17.3K	﹤0.01%	1310
2020 Q3	$46K	Hold	361	–	–	﹤0.01%	1282
2020 Q2	$48K	Buy	+361	New	+$35.5K	﹤0.01%	1244

Other funds holding AVLR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Shell Asset Management's AVLR Position: Q3 2021 in Review

Shell Asset Management sold out of Avalara, Inc. (AVLR) in Q3 2021, closing a stake of 221 shares — an estimated $36K sold.

Shell Asset Management first reported a position in AVLR in Q2 2020 and held it in 5 quarters. The position peaked at $77K in Q4 2020. 391 funds tracked by Wall St. Rank hold AVLR as of Q3 2021.

Shell Asset Management reported no remaining Avalara, Inc. position as of Q3 2021 after selling out during the quarter.
Shell Asset Management sold 221 Avalara, Inc. shares in Q3 2021, an estimated $36K.
Shell Asset Management first reported a position in Avalara, Inc. in Q2 2020 and held it in 5 quarters.
Shell Asset Management's Avalara, Inc. position peaked at $77K in Q4 2020.
391 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2021.

Based on Shell Asset Management's 13F filing for Q3 2021, filed 4 Nov 2021.