Affinity Investment Advisors’s Alteryx Inc AYX Stock Holding History

Affinity Investment Advisors’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 Q4	–	Sell	-4,451	Closed	-$505K	–	175
2020 Q3	$505K	Sell	4,451 -1,170	-21%	-$159K	0.22%	107
2020 Q2	$923K	Sell	5,621 -754	-12%	-$97.7K	0.44%	61
2020 Q1	$607K	Buy	6,375 +1,360	+27%	+$169K	0.31%	68
2019 Q4	$502K	Sell	5,015 -500	-9%	-$50.8K	0.18%	92
2019 Q3	$592K	Sell	5,515 -1,477	-21%	-$183K	0.19%	65
2019 Q2	$763K	Sell	6,992 -1,022	-13%	-$93K	0.22%	68
2019 Q1	$672K	Sell	8,014 -1,174	-13%	-$84.8K	0.14%	70
2018 Q4	$546K	Sell	9,188 -445	-5%	-$24.2K	0.1%	75
2018 Q3	$551K	Sell	9,633 -360	-4%	-$18.3K	0.07%	88
2018 Q2	$381K	Buy	+9,993	New	+$349K	0.05%	138

Other funds holding AYX

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

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

BCM

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

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

BCM

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

Coatue Management New York $29.1B AUM 96.54% 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

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

ACA

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

Affinity Investment Advisors's AYX Position: Q4 2020 in Review

Affinity Investment Advisors sold out of Alteryx Inc (AYX) in Q4 2020, closing a stake of 4,451 shares — an estimated $505K sold.

Affinity Investment Advisors first reported a position in AYX in Q2 2018 and held it in 10 quarters. The position peaked at $923K in Q2 2020. 383 funds tracked by Wall St. Rank hold AYX as of Q4 2020.

Affinity Investment Advisors reported no remaining Alteryx Inc position as of Q4 2020 after selling out during the quarter.
Affinity Investment Advisors sold 4,451 Alteryx Inc shares in Q4 2020, an estimated $505K.
Affinity Investment Advisors first reported a position in Alteryx Inc in Q2 2018 and held it in 10 quarters.
Affinity Investment Advisors's Alteryx Inc position peaked at $923K in Q2 2020.
383 funds tracked by Wall St. Rank held Alteryx Inc as of Q4 2020.

Based on Affinity Investment Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.