VIA
AVLR

Vident Investment Advisory’s Avalara, Inc. AVLR Stock Holding History

Vident Investment 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
Q2 		– Sell
-2,397
Closed -$320K – 1125
2021
Q1 		$320K Buy
2,397
+36
+2% +$5.55K 0.01% 901
2020
Q4 		$389K Sell
2,361
-4,066
-63% -$650K 0.02% 778
2020
Q3 		$818K Buy
6,427
+1,234
+24% +$157K 0.04% 545
2020
Q2 		$691K Buy
5,193
+2,121
+69% +$208K 0.04% 567
2020
Q1 		$229K Buy
+3,072
New +$250K 0.02% 736

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

Vident Investment Advisory's AVLR Position: Q2 2021 in Review

Vident Investment Advisory sold out of Avalara, Inc. (AVLR) in Q2 2021, closing a stake of 2,397 shares — an estimated $320K sold.

Vident Investment Advisory first reported a position in AVLR in Q1 2020 and held it in 5 quarters. The position peaked at $818K in Q3 2020. 402 funds tracked by Wall St. Rank hold AVLR as of Q2 2021.

  • Vident Investment Advisory reported no remaining Avalara, Inc. position as of Q2 2021 after selling out during the quarter.
  • Vident Investment Advisory sold 2,397 Avalara, Inc. shares in Q2 2021, an estimated $320K.
  • Vident Investment Advisory first reported a position in Avalara, Inc. in Q1 2020 and held it in 5 quarters.
  • Vident Investment Advisory's Avalara, Inc. position peaked at $818K in Q3 2020.
  • 402 funds tracked by Wall St. Rank held Avalara, Inc. as of Q2 2021.

Based on Vident Investment Advisory's 13F filing for Q2 2021, filed 13 Aug 2021.