SMFS
AVLR

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

Squar Milner 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
2020
Q3 		– Sell
-2,257
Closed -$300K – 210
2020
Q2 		$300K Buy
2,257
+482
+27% +$47.4K 0.17% 151
2020
Q1 		$132K Buy
1,775
+288
+19% +$23.5K 0.08% 218
2019
Q4 		$108K Sell
1,487
-928
-38% -$67.4K 0.05% 310
2019
Q3 		$308K Buy
2,415
+2,384
+7,690% +$193K 0.16% 155
2019
Q2 		$2K Sell
31
-64
-67% -$4.13K ﹤0.01% 761
2019
Q1 		$5K Buy
+95
New +$4.41K ﹤0.01% 676

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

Squar Milner Financial Services's AVLR Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Avalara, Inc. (AVLR) in Q3 2020, closing a stake of 2,257 shares — an estimated $300K sold.

Squar Milner Financial Services first reported a position in AVLR in Q1 2019 and held it in 6 quarters. The position peaked at $308K in Q3 2019. 381 funds tracked by Wall St. Rank hold AVLR as of Q3 2020.

  • Squar Milner Financial Services reported no remaining Avalara, Inc. position as of Q3 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 2,257 Avalara, Inc. shares in Q3 2020, an estimated $300K.
  • Squar Milner Financial Services first reported a position in Avalara, Inc. in Q1 2019 and held it in 6 quarters.
  • Squar Milner Financial Services's Avalara, Inc. position peaked at $308K in Q3 2019.
  • 381 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.