SF
AVLR

Symphony Financial’s Avalara, Inc. AVLR Stock Holding History

Symphony Financial’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
-2,016
Closed -$285K – 207
2021
Q1 		$285K Buy
2,016
+627
+45% +$96.7K 0.08% 161
2020
Q4 		$227K Buy
+1,389
New +$222K 0.08% 147

Other funds holding AVLR

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

Symphony Financial's AVLR Position: Q2 2021 in Review

Symphony Financial sold out of Avalara, Inc. (AVLR) in Q2 2021, closing a stake of 2,016 shares — an estimated $285K sold.

Symphony Financial first reported a position in AVLR in Q4 2020 and held it in 2 quarters. The position peaked at $285K in Q1 2021. 402 funds tracked by Wall St. Rank hold AVLR as of Q2 2021.

  • Symphony Financial reported no remaining Avalara, Inc. position as of Q2 2021 after selling out during the quarter.
  • Symphony Financial sold 2,016 Avalara, Inc. shares in Q2 2021, an estimated $285K.
  • Symphony Financial first reported a position in Avalara, Inc. in Q4 2020 and held it in 2 quarters.
  • Symphony Financial's Avalara, Inc. position peaked at $285K in Q1 2021.
  • 402 funds tracked by Wall St. Rank held Avalara, Inc. as of Q2 2021.

Based on Symphony Financial's 13F filing for Q2 2021, filed 13 Jul 2021.