World Asset Management’s Avalara, Inc. AVLR Stock Holding History

World Asset 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
2021 Q3	$211K	Sell	1,210 -129	-10%	-$22.2K	0.02%	794
2021 Q2	$217K	Sell	1,339 -79	-6%	-$11K	0.02%	829
2021 Q1	$201K	Sell	1,418 -111	-7%	-$17.1K	0.02%	857
2020 Q4	$252K	Buy	+1,529	New	+$245K	0.02%	722

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

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

World Asset Management's AVLR Position: Q3 2021 in Review

World Asset Management reduced its Avalara, Inc. (AVLR) stake by 9.6% in Q3 2021, selling an estimated $22.2K and leaving 1,210 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #794.

World Asset Management first reported a position in AVLR in Q4 2020 and has held it in 4 quarters since. The position peaked at $252K in Q4 2020. 391 funds tracked by Wall St. Rank hold AVLR as of Q3 2021.

World Asset Management held 1,210 shares of Avalara, Inc. worth $211K as of Q3 2021.
World Asset Management sold 129 Avalara, Inc. shares in Q3 2021, an estimated $22.2K.
Avalara, Inc. made up 0.02% of World Asset Management's portfolio in Q3 2021, its #794 holding.
World Asset Management first reported a position in Avalara, Inc. in Q4 2020 and has held it in 4 quarters since.
World Asset Management's Avalara, Inc. position peaked at $252K in Q4 2020.
391 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2021.

Based on World Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.