ZCI
AVLR

Zevenbergen Capital Investments’s Avalara, Inc. AVLR Stock Holding History

Zevenbergen Capital Investments’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
2018
Q4 		– Sell
-212,480
Closed -$7.42M – 86
2018
Q3 		$7.42M Sell
212,480
-1,085
-0.5% -$44.9K 0.24% 39
2018
Q2 		$11.4M Buy
+213,565
New +$10.2M 0.38% 39

Other funds holding AVLR

SC
Sageview Capital Greenwich, Connecticut $177M AUM 36.56% 1-Year Est. Return
WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
BPI
Battery Partners IX Boston, Massachusetts $22.4M AUM 27.71% 1-Year Est. Return
TCMV
Technology Crossover Management VIII Menlo Park, California $346M AUM 14.09% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $698M AUM 2.4% 1-Year Est. Return
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

Zevenbergen Capital Investments's AVLR Position: Q4 2018 in Review

Zevenbergen Capital Investments sold out of Avalara, Inc. (AVLR) in Q4 2018, closing a stake of 212,480 shares — an estimated $7.42M sold.

Zevenbergen Capital Investments first reported a position in AVLR in Q2 2018 and held it in 2 quarters. The position peaked at $11.4M in Q2 2018. 90 funds tracked by Wall St. Rank hold AVLR as of Q4 2018.

  • Zevenbergen Capital Investments reported no remaining Avalara, Inc. position as of Q4 2018 after selling out during the quarter.
  • Zevenbergen Capital Investments sold 212,480 Avalara, Inc. shares in Q4 2018, an estimated $7.42M.
  • Zevenbergen Capital Investments first reported a position in Avalara, Inc. in Q2 2018 and held it in 2 quarters.
  • Zevenbergen Capital Investments's Avalara, Inc. position peaked at $11.4M in Q2 2018.
  • 90 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2018.

Based on Zevenbergen Capital Investments's 13F filing for Q4 2018, filed 14 Feb 2019.