TFA
AVLR

Toth Financial Advisory’s Avalara, Inc. AVLR Stock Holding History

Toth Financial Advisory’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
-775
Closed -$103K – 626
2020
Q2 		$103K Sell
775
-175
-18% -$17.2K 0.02% 193
2020
Q1 		$71K Buy
+950
New +$77.4K 0.02% 161

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

Toth Financial Advisory's AVLR Position: Q3 2020 in Review

Toth Financial Advisory sold out of Avalara, Inc. (AVLR) in Q3 2020, closing a stake of 775 shares — an estimated $103K sold.

Toth Financial Advisory first reported a position in AVLR in Q1 2020 and held it in 2 quarters. The position peaked at $103K in Q2 2020. 381 funds tracked by Wall St. Rank hold AVLR as of Q3 2020.

  • Toth Financial Advisory reported no remaining Avalara, Inc. position as of Q3 2020 after selling out during the quarter.
  • Toth Financial Advisory sold 775 Avalara, Inc. shares in Q3 2020, an estimated $103K.
  • Toth Financial Advisory first reported a position in Avalara, Inc. in Q1 2020 and held it in 2 quarters.
  • Toth Financial Advisory's Avalara, Inc. position peaked at $103K in Q2 2020.
  • 381 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2020.

Based on Toth Financial Advisory's 13F filing for Q3 2020, filed 16 Oct 2020.