Advisornet Financial’s Alteryx Inc AYX Stock Holding History

Advisornet Financial’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
2023 Q4	–	Sell	-225	Closed	-$8.48K	–	2511
2023 Q3	$8.48K	Hold	225	–	–	﹤0.01%	1281
2023 Q2	$10.2K	Hold	225	–	–	﹤0.01%	1315
2023 Q1	$13.2K	Hold	225	–	–	﹤0.01%	1222
2022 Q4	$11.4K	Sell	225 -200	-47%	-$9.54K	﹤0.01%	1252
2022 Q3	$24K	Hold	425	–	–	﹤0.01%	1060
2022 Q2	$21K	Hold	425	–	–	﹤0.01%	1120
2022 Q1	$30K	Sell	425 -1,000	-70%	-$59K	﹤0.01%	1130
2021 Q4	$86K	Hold	1,425	–	–	0.01%	861
2021 Q3	$104K	Buy	1,425 +500	+54%	+$37.6K	0.01%	777
2021 Q2	$80K	Buy	925 +500	+118%	+$40.9K	0.01%	846
2021 Q1	$35K	Hold	425	–	–	﹤0.01%	1044
2020 Q4	$52K	Hold	425	–	–	﹤0.01%	860
2020 Q3	$48K	Buy	425 +150	+55%	+$20.4K	﹤0.01%	864
2020 Q2	$45K	Buy	275 +150	+120%	+$19.4K	﹤0.01%	889
2020 Q1	$12K	Hold	125	–	–	﹤0.01%	1233
2019 Q4	$13K	Hold	125	–	–	﹤0.01%	1326
2019 Q3	$13K	Hold	125	–	–	﹤0.01%	1316
2019 Q2	$14K	Hold	125	–	–	﹤0.01%	1151
2019 Q1	$10K	Buy	+125	New	+$9.02K	﹤0.01%	1189

Other funds holding AYX

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Advisornet Financial's AYX Position: Q4 2023 in Review

Advisornet Financial sold out of Alteryx Inc (AYX) in Q4 2023, closing a stake of 225 shares — an estimated $8.48K sold.

Advisornet Financial first reported a position in AYX in Q1 2019 and held it in 19 quarters. The position peaked at $104K in Q3 2021. 268 funds tracked by Wall St. Rank hold AYX as of Q4 2023.

Advisornet Financial reported no remaining Alteryx Inc position as of Q4 2023 after selling out during the quarter.
Advisornet Financial sold 225 Alteryx Inc shares in Q4 2023, an estimated $8.48K.
Advisornet Financial first reported a position in Alteryx Inc in Q1 2019 and held it in 19 quarters.
Advisornet Financial's Alteryx Inc position peaked at $104K in Q3 2021.
268 funds tracked by Wall St. Rank held Alteryx Inc as of Q4 2023.

Based on Advisornet Financial's 13F filing for Q4 2023, filed 19 Jan 2024.