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 – 3059
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Alkeon Capital Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sowell Financial Services's AVLR Position: Q2 2021 in Review

Sowell Financial Services sold out of Avalara, Inc. (AVLR) in Q2 2021, closing a stake of 808 shares — an estimated $100K sold.

Sowell Financial Services first reported a position in AVLR in Q3 2019 and held it in 7 quarters. The position peaked at $207K in Q2 2020. 402 funds tracked by Wall St. Rank hold AVLR as of Q2 2021.

  • Sowell Financial Services reported no remaining Avalara, Inc. position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 808 Avalara, Inc. shares in Q2 2021, an estimated $100K.
  • Sowell Financial Services first reported a position in Avalara, Inc. in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Avalara, Inc. position peaked at $207K in Q2 2020.
  • 402 funds tracked by Wall St. Rank held Avalara, Inc. as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.