Trivium Point Advisory’s Avalara, Inc. AVLR Stock Holding History

Trivium Point 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
2021 Q4	–	Sell	-1,235	Closed	-$208K	–	264
2021 Q3	$208K	Buy	+1,235	New	+$212K	0.05%	213

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

FAM

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

Trivium Point Advisory's AVLR Position: Q4 2021 in Review

Trivium Point Advisory sold out of Avalara, Inc. (AVLR) in Q4 2021, closing a stake of 1,235 shares — an estimated $208K sold.

Trivium Point Advisory first reported a position in AVLR in Q3 2021 and held it in 1 quarter. The position peaked at $208K in Q3 2021. 423 funds tracked by Wall St. Rank hold AVLR as of Q4 2021.

Trivium Point Advisory reported no remaining Avalara, Inc. position as of Q4 2021 after selling out during the quarter.
Trivium Point Advisory sold 1,235 Avalara, Inc. shares in Q4 2021, an estimated $208K.
Trivium Point Advisory first reported a position in Avalara, Inc. in Q3 2021 and held it in 1 quarter.
Trivium Point Advisory's Avalara, Inc. position peaked at $208K in Q3 2021.
423 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2021.

Based on Trivium Point Advisory's 13F filing for Q4 2021, filed 10 Feb 2022.