AAM
AYX

Advisors Asset Management’s Alteryx Inc AYX Stock Holding History

Advisors Asset 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
2024
Q1 		– Sell
-520
Closed -$24.5K – 1448
2023
Q4 		$24.5K Sell
520
-16
-3% -$621 ﹤0.01% 1344
2023
Q3 		$20.2K Buy
536
+31
+6% +$1.11K ﹤0.01% 1359
2023
Q2 		$22.9K Buy
505
+298
+144% +$13.1K ﹤0.01% 1361
2023
Q1 		$12.2K Sell
207
-1,109
-84% -$64.6K ﹤0.01% 1406
2022
Q4 		$66.7K Sell
1,316
-515
-28% -$24.6K ﹤0.01% 1307
2022
Q3 		$102K Sell
1,831
-1,272
-41% -$74.6K ﹤0.01% 1261
2022
Q2 		$150K Sell
3,103
-2,010
-39% -$120K ﹤0.01% 1217
2022
Q1 		$366K Sell
5,113
-2,171
-30% -$128K 0.01% 1089
2021
Q4 		$441K Buy
7,284
+1,300
+22% +$89.8K 0.01% 1041
2021
Q3 		$437K Buy
5,984
+567
+10% +$42.7K 0.01% 1052
2021
Q2 		$466K Buy
5,417
+2,258
+71% +$185K 0.01% 1028
2021
Q1 		$262K Buy
3,159
+2,287
+262% +$242K ﹤0.01% 1160
2020
Q4 		$106K Buy
+872
New +$110K ﹤0.01% 1350

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

Advisors Asset Management's AYX Position: Q1 2024 in Review

Advisors Asset Management sold out of Alteryx Inc (AYX) in Q1 2024, closing a stake of 520 shares — an estimated $24.5K sold.

Advisors Asset Management first reported a position in AYX in Q4 2020 and held it in 13 quarters. The position peaked at $466K in Q2 2021. 3 funds tracked by Wall St. Rank hold AYX as of Q1 2024.

  • Advisors Asset Management reported no remaining Alteryx Inc position as of Q1 2024 after selling out during the quarter.
  • Advisors Asset Management sold 520 Alteryx Inc shares in Q1 2024, an estimated $24.5K.
  • Advisors Asset Management first reported a position in Alteryx Inc in Q4 2020 and held it in 13 quarters.
  • Advisors Asset Management's Alteryx Inc position peaked at $466K in Q2 2021.
  • 3 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2024.

Based on Advisors Asset Management's 13F filing for Q1 2024, filed 14 May 2024.