WT
AVLR

Washington Trust’s Avalara, Inc. AVLR Stock Holding History

Washington Trust’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
-2,926
Closed -$511K – 1126
2021
Q3 		$511K Buy
2,926
+50
+2% +$8.6K 0.01% 218
2021
Q2 		$465K Buy
2,876
+2,788
+3,168% +$389K 0.01% 216
2021
Q1 		$12K Buy
+88
New +$13.6K ﹤0.01% 745

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
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Allspring Global Investments
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

Washington Trust's AVLR Position: Q4 2021 in Review

Washington Trust sold out of Avalara, Inc. (AVLR) in Q4 2021, closing a stake of 2,926 shares — an estimated $511K sold.

Washington Trust first reported a position in AVLR in Q1 2021 and held it in 3 quarters. The position peaked at $511K in Q3 2021. 423 funds tracked by Wall St. Rank hold AVLR as of Q4 2021.

  • Washington Trust reported no remaining Avalara, Inc. position as of Q4 2021 after selling out during the quarter.
  • Washington Trust sold 2,926 Avalara, Inc. shares in Q4 2021, an estimated $511K.
  • Washington Trust first reported a position in Avalara, Inc. in Q1 2021 and held it in 3 quarters.
  • Washington Trust's Avalara, Inc. position peaked at $511K in Q3 2021.
  • 423 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2021.

Based on Washington Trust's 13F filing for Q4 2021, filed 9 Feb 2022.