SQN Investors’s Avalara, Inc. AVLR Stock Holding History

SQN Investors’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	-446,402	Closed	-$59.6M	–	31
2021 Q1	$59.6M	Sell	446,402 -22,484	-5%	-$3.47M	3.16%	15
2020 Q4	$77.3M	Sell	468,886 -203,453	-30%	-$32.5M	4.14%	11
2020 Q3	$85.6M	Buy	672,339 +201,589	+43%	+$25.6M	5.98%	8
2020 Q2	$62.7M	Sell	470,750 -17,221	-4%	-$1.69M	4.85%	12
2020 Q1	$36.4M	Buy	+487,971	New	+$39.8M	3.67%	15

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SQN Investors's AVLR Position: Q2 2021 in Review

SQN Investors sold out of Avalara, Inc. (AVLR) in Q2 2021, closing a stake of 446,402 shares — an estimated $59.6M sold.

SQN Investors first reported a position in AVLR in Q1 2020 and held it in 5 quarters. The position peaked at $85.6M in Q3 2020. 402 funds tracked by Wall St. Rank hold AVLR as of Q2 2021.

SQN Investors reported no remaining Avalara, Inc. position as of Q2 2021 after selling out during the quarter.
SQN Investors sold 446,402 Avalara, Inc. shares in Q2 2021, an estimated $59.6M.
SQN Investors first reported a position in Avalara, Inc. in Q1 2020 and held it in 5 quarters.
SQN Investors's Avalara, Inc. position peaked at $85.6M in Q3 2020.
402 funds tracked by Wall St. Rank held Avalara, Inc. as of Q2 2021.

Based on SQN Investors's 13F filing for Q2 2021, filed 16 Aug 2021.