Stevard LLC’s Avalara, Inc. AVLR Stock Holding History

Stevard LLC’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 Q4	–	Sell	-1,701	Closed	-$217K	–	164
2020 Q3	$217K	Hold	1,701	–	–	0.09%	149
2020 Q2	$226K	Buy	+1,701	New	+$167K	0.12%	131

Other funds holding AVLR

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

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

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stevard LLC's AVLR Position: Q4 2020 in Review

Stevard LLC sold out of Avalara, Inc. (AVLR) in Q4 2020, closing a stake of 1,701 shares — an estimated $217K sold.

Stevard LLC first reported a position in AVLR in Q2 2020 and held it in 2 quarters. The position peaked at $226K in Q2 2020. 440 funds tracked by Wall St. Rank hold AVLR as of Q4 2020.

Stevard LLC reported no remaining Avalara, Inc. position as of Q4 2020 after selling out during the quarter.
Stevard LLC sold 1,701 Avalara, Inc. shares in Q4 2020, an estimated $217K.
Stevard LLC first reported a position in Avalara, Inc. in Q2 2020 and held it in 2 quarters.
Stevard LLC's Avalara, Inc. position peaked at $226K in Q2 2020.
440 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2020.

Based on Stevard LLC's 13F filing for Q4 2020, filed 12 Feb 2021.