SIAS
AVLR

Shine Investment Advisory Services’s Avalara, Inc. AVLR Stock Holding History

Shine Investment Advisory Services’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
2020
Q3 		$17K Buy
135
+37
+38% +$4.7K 0.01% 479
2020
Q2 		$13K Buy
+98
New +$9.63K ﹤0.01% 522

Other funds holding AVLR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
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
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Shine Investment Advisory Services's AVLR Position: Q3 2020 in Review

Shine Investment Advisory Services increased its Avalara, Inc. (AVLR) stake by 38% in Q3 2020, buying an estimated $4.7K and bringing the position to 135 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #479.

Shine Investment Advisory Services first reported a position in AVLR in Q2 2020 and has held it in 2 quarters since. 381 funds tracked by Wall St. Rank hold AVLR as of Q3 2020.

  • Shine Investment Advisory Services held 135 shares of Avalara, Inc. worth $17K as of Q3 2020.
  • Shine Investment Advisory Services bought 37 Avalara, Inc. shares in Q3 2020, an estimated $4.7K.
  • Avalara, Inc. made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #479 holding.
  • Shine Investment Advisory Services first reported a position in Avalara, Inc. in Q2 2020 and has held it in 2 quarters since.
  • 381 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.