Tru Independence Asset Management 2’s Avalara, Inc. AVLR Stock Holding History

Tru Independence Asset Management 2’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 Q1	–	Sell	-78	Closed	-$13K	–	447
2020 Q4	$13K	Buy	+78	New	+$12.5K	0.01%	287

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Tru Independence Asset Management 2's AVLR Position: Q1 2021 in Review

Tru Independence Asset Management 2 sold out of Avalara, Inc. (AVLR) in Q1 2021, closing a stake of 78 shares — an estimated $13K sold.

Tru Independence Asset Management 2 first reported a position in AVLR in Q4 2020 and held it in 1 quarter. The position peaked at $13K in Q4 2020. 403 funds tracked by Wall St. Rank hold AVLR as of Q1 2021.

Tru Independence Asset Management 2 reported no remaining Avalara, Inc. position as of Q1 2021 after selling out during the quarter.
Tru Independence Asset Management 2 sold 78 Avalara, Inc. shares in Q1 2021, an estimated $13K.
Tru Independence Asset Management 2 first reported a position in Avalara, Inc. in Q4 2020 and held it in 1 quarter.
Tru Independence Asset Management 2's Avalara, Inc. position peaked at $13K in Q4 2020.
403 funds tracked by Wall St. Rank held Avalara, Inc. as of Q1 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2021, filed 19 May 2021.