AE Wealth Management’s Alteryx Inc AYX Stock Holding History

AE 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
2023 Q2	–	Sell	-9,724	Closed	-$572K	–	2079
2023 Q1	$572K	Sell	9,724 -3,493	-26%	-$204K	﹤0.01%	1282
2022 Q4	$670K	Buy	+13,217	New	+$631K	﹤0.01%	1159
2022 Q1	–	Sell	-5,061	Closed	-$306K	–	1835
2021 Q4	$306K	Sell	5,061 -3,238	-39%	-$224K	﹤0.01%	1438
2021 Q3	$607K	Sell	8,299 -206	-2%	-$15.5K	0.01%	1085
2021 Q2	$732K	Sell	8,505 -600	-7%	-$49.1K	0.01%	962
2021 Q1	$755K	Buy	9,105 +5,087	+127%	+$539K	0.01%	866
2020 Q4	$489K	Sell	4,018 -30	-0.7%	-$3.78K	0.01%	971
2020 Q3	$460K	Sell	4,048 -22,576	-85%	-$3.07M	0.01%	905
2020 Q2	$4.37M	Buy	26,624 +16,219	+156%	+$2.1M	0.07%	242
2020 Q1	$990K	Buy	+10,405	New	+$1.29M	0.02%	489
2019 Q4	–	Sell	-2,165	Closed	-$233K	–	1180
2019 Q3	$233K	Buy	2,165 +168	+8%	+$20.8K	0.01%	877
2019 Q2	$218K	Buy	+1,997	New	+$182K	0.01%	871

Other funds holding AYX

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

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

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

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

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

BCM

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

AE Wealth Management's AYX Position: Q2 2023 in Review

AE Wealth Management sold out of Alteryx Inc (AYX) in Q2 2023, closing a stake of 9,724 shares — an estimated $572K sold.

AE Wealth Management first reported a position in AYX in Q2 2019 and held it in 12 quarters. The position peaked at $4.37M in Q2 2020. 255 funds tracked by Wall St. Rank hold AYX as of Q2 2023.

AE Wealth Management reported no remaining Alteryx Inc position as of Q2 2023 after selling out during the quarter.
AE Wealth Management sold 9,724 Alteryx Inc shares in Q2 2023, an estimated $572K.
AE Wealth Management first reported a position in Alteryx Inc in Q2 2019 and held it in 12 quarters.
AE Wealth Management's Alteryx Inc position peaked at $4.37M in Q2 2020.
255 funds tracked by Wall St. Rank held Alteryx Inc as of Q2 2023.

Based on AE Wealth Management's 13F filing for Q2 2023, filed 10 Jul 2023.