VFA
AVLR

Valeo Financial Advisors’s Avalara, Inc. AVLR Stock Holding History

Valeo Financial Advisors’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
-125
Closed -$17K – 2243
2020
Q2 		$17K Buy
+125
New +$12.3K ﹤0.01% 1125

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

Valeo Financial Advisors's AVLR Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Avalara, Inc. (AVLR) in Q3 2020, closing a stake of 125 shares — an estimated $17K sold.

Valeo Financial Advisors first reported a position in AVLR in Q2 2020 and held it in 1 quarter. The position peaked at $17K in Q2 2020. 381 funds tracked by Wall St. Rank hold AVLR as of Q3 2020.

  • Valeo Financial Advisors reported no remaining Avalara, Inc. position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 125 Avalara, Inc. shares in Q3 2020, an estimated $17K.
  • Valeo Financial Advisors first reported a position in Avalara, Inc. in Q2 2020 and held it in 1 quarter.
  • Valeo Financial Advisors's Avalara, Inc. position peaked at $17K in Q2 2020.
  • 381 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.