WCM
AVLR

Weld Capital Management’s Avalara, Inc. AVLR Stock Holding History

Weld Capital Management’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
Q4 		– Sell
-3,218
Closed -$410K – 735
2020
Q3 		$410K Buy
+3,218
New +$409K 0.16% 218
2019
Q4 		– Sell
-8,059
Closed -$542K – 1019
2019
Q3 		$542K Buy
+8,059
New +$652K 0.1% 354
2019
Q1 		– Sell
-9,279
Closed -$289K – 945
2018
Q4 		$289K Buy
+9,279
New +$299K 0.07% 506

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Weld Capital Management's AVLR Position: Q4 2020 in Review

Weld Capital Management sold out of Avalara, Inc. (AVLR) in Q4 2020, closing a stake of 3,218 shares — an estimated $410K sold.

Weld Capital Management first reported a position in AVLR in Q4 2018 and held it in 3 quarters. The position peaked at $542K in Q3 2019. 440 funds tracked by Wall St. Rank hold AVLR as of Q4 2020.

  • Weld Capital Management reported no remaining Avalara, Inc. position as of Q4 2020 after selling out during the quarter.
  • Weld Capital Management sold 3,218 Avalara, Inc. shares in Q4 2020, an estimated $410K.
  • Weld Capital Management first reported a position in Avalara, Inc. in Q4 2018 and held it in 3 quarters.
  • Weld Capital Management's Avalara, Inc. position peaked at $542K in Q3 2019.
  • 440 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2020.

Based on Weld Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.