1WA
AYX

180 Wealth Advisors’s Alteryx Inc AYX Stock Holding History

180 Wealth Advisors’s Portfolio AYX Stock Details AYX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-79,016
Closed -$3.72M – 422
2023
Q4 		$3.72M Sell
79,016
-1,033
-1% -$40.1K 0.74% 28
2023
Q3 		$3.02M Buy
80,049
+19,936
+33% +$715K 0.68% 30
2023
Q2 		$2.72M Buy
60,113
+3,394
+6% +$149K 0.6% 36
2023
Q1 		$3.34M Sell
56,719
-375
-0.7% -$21.9K 0.78% 25
2022
Q4 		$3.16M Sell
57,094
-3,795
-6% -$181K 0.74% 29
2022
Q3 		$3.4M Sell
60,889
-5,257
-8% -$308K 0.94% 20
2022
Q2 		$3.28M Sell
66,146
-879
-1% -$52.6K 0.84% 26
2022
Q1 		$4.85M Buy
67,025
+132
+0.2% +$7.79K 1.06% 16
2021
Q4 		$3.55M Buy
66,893
+10,039
+18% +$693K 0.8% 27
2021
Q3 		$4.29M Buy
56,854
+3,761
+7% +$283K 0.95% 21
2021
Q2 		$3.88M Buy
53,093
+9,482
+22% +$776K 0.89% 22
2021
Q1 		$3.29M Buy
43,611
+37,149
+575% +$3.94M 0.82% 24
2020
Q4 		$804K Buy
+6,462
New +$814K 0.23% 108

Other funds holding AYX

SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

180 Wealth Advisors's AYX Position: Q1 2024 in Review

180 Wealth Advisors sold out of Alteryx Inc (AYX) in Q1 2024, closing a stake of 79,016 shares — an estimated $3.72M sold.

180 Wealth Advisors first reported a position in AYX in Q4 2020 and held it in 13 quarters. The position peaked at $4.85M in Q1 2022. 3 funds tracked by Wall St. Rank hold AYX as of Q1 2024.

  • 180 Wealth Advisors reported no remaining Alteryx Inc position as of Q1 2024 after selling out during the quarter.
  • 180 Wealth Advisors sold 79,016 Alteryx Inc shares in Q1 2024, an estimated $3.72M.
  • 180 Wealth Advisors first reported a position in Alteryx Inc in Q4 2020 and held it in 13 quarters.
  • 180 Wealth Advisors's Alteryx Inc position peaked at $4.85M in Q1 2022.
  • 3 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2024.

Based on 180 Wealth Advisors's 13F filing for Q1 2024, filed 16 Apr 2024.