Advisor Group’s Alteryx Inc AYX Stock Holding History

Advisor Group’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
2019 Q4	$120K	Sell	1,183 -221	-16%	-$22.5K	﹤0.01%	2801
2019 Q3	$152K	Sell	1,404 -5,315	-79%	-$659K	﹤0.01%	2546
2019 Q2	$732K	Sell	6,719 -9,503	-59%	-$865K	0.01%	1343
2019 Q1	$1.36M	Buy	16,222 +2,082	+15%	+$150K	0.01%	909
2018 Q4	$841K	Buy	14,140 +13,191	+1,390%	+$716K	0.01%	1050
2018 Q3	$54K	Buy	949 +924	+3,696%	+$47.1K	﹤0.01%	3237
2018 Q2	$1K	Hold	25	–	–	﹤0.01%	4850
2018 Q1	$1K	Hold	25	–	–	﹤0.01%	4873
2017 Q4	$1K	Hold	25	–	–	﹤0.01%	4877
2017 Q3	$1K	Hold	25	–	–	﹤0.01%	4746
2017 Q2	$0	Buy	+25	New	+$449	﹤0.01%	4933

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

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

ACA

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

WRCM

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

Advisor Group's AYX Position: Q4 2019 in Review

Advisor Group reduced its Alteryx Inc (AYX) stake by 16% in Q4 2019, selling an estimated $22.5K and leaving 1,183 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #2801.

Advisor Group first reported a position in AYX in Q2 2017 and has held it in 11 quarters since. The position peaked at $1.36M in Q1 2019. 309 funds tracked by Wall St. Rank hold AYX as of Q4 2019.

Advisor Group held 1,183 shares of Alteryx Inc worth $120K as of Q4 2019.
Advisor Group sold 221 Alteryx Inc shares in Q4 2019, an estimated $22.5K.
Alteryx Inc made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2801 holding.
Advisor Group first reported a position in Alteryx Inc in Q2 2017 and has held it in 11 quarters since.
Advisor Group's Alteryx Inc position peaked at $1.36M in Q1 2019.
309 funds tracked by Wall St. Rank held Alteryx Inc as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.