9258 Wealth Management’s Alteryx Inc AYX Stock Holding History

9258 Wealth Management’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
2020 Q1	–	Sell	-2,400	Closed	-$240K	–	322
2019 Q4	$240K	Sell	2,400 -600	-20%	-$61K	0.09%	247
2019 Q3	$322K	Sell	3,000 -1,700	-36%	-$211K	0.25%	126
2019 Q2	$513K	Buy	+4,700	New	+$428K	0.41%	83

Other funds holding AYX

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

9258 Wealth Management's AYX Position: Q1 2020 in Review

9258 Wealth Management sold out of Alteryx Inc (AYX) in Q1 2020, closing a stake of 2,400 shares — an estimated $240K sold.

9258 Wealth Management first reported a position in AYX in Q2 2019 and held it in 3 quarters. The position peaked at $513K in Q2 2019. 322 funds tracked by Wall St. Rank hold AYX as of Q1 2020.

9258 Wealth Management reported no remaining Alteryx Inc position as of Q1 2020 after selling out during the quarter.
9258 Wealth Management sold 2,400 Alteryx Inc shares in Q1 2020, an estimated $240K.
9258 Wealth Management first reported a position in Alteryx Inc in Q2 2019 and held it in 3 quarters.
9258 Wealth Management's Alteryx Inc position peaked at $513K in Q2 2019.
322 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2020.

Based on 9258 Wealth Management's 13F filing for Q1 2020, filed 5 May 2020.