SFS
AVLR

Sowell Financial Services’s Avalara, Inc. AVLR Stock Holding History

Sowell Financial 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
2021
Q2 		– Sell
-808
Closed -$100K – 3065
2021
Q1 		$100K Sell
808
-115
-12% -$17.7K ﹤0.01% 1369
2020
Q4 		$152K Sell
923
-80
-8% -$12.8K 0.01% 970
2020
Q3 		$128K Sell
1,003
-552
-35% -$70.1K 0.01% 893
2020
Q2 		$207K Buy
1,555
+836
+116% +$82.2K 0.01% 710
2020
Q1 		$54K Sell
719
-250
-26% -$20.4K ﹤0.01% 1032
2019
Q4 		$71K Buy
969
+764
+373% +$55.5K 0.01% 1018
2019
Q3 		$14K Buy
+205
New +$16.6K ﹤0.01% 1422

Other funds holding AVLR

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
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 $22.1B 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