AG
AYX

Algert Global’s Alteryx Inc AYX Stock Holding History

Algert Global’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
-15,040
Closed -$567K – 1303
2023
Q3 		$567K Sell
15,040
-8,326
-36% -$298K 0.03% 702
2023
Q2 		$1.06M Sell
23,366
-6,275
-21% -$275K 0.05% 642
2023
Q1 		$1.74M Buy
29,641
+2,048
+7% +$119K 0.08% 396
2022
Q4 		$1.4M Buy
+27,593
New +$1.32M 0.08% 431
2022
Q3 		– Sell
-5,914
Closed -$286K – 1378
2022
Q2 		$286K Sell
5,914
-1,480
-20% -$88.5K 0.02% 930
2022
Q1 		$529K Buy
+7,394
New +$437K 0.03% 794
2021
Q4 		– Sell
-3,075
Closed -$225K – 1151
2021
Q3 		$225K Buy
+3,075
New +$231K 0.03% 864
2021
Q1 		– Sell
-7,053
Closed -$859K – 557
2020
Q4 		$859K Buy
+7,053
New +$889K 0.25% 150

Other funds holding AYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mackenzie Financial
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
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
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

Algert Global's AYX Position: Q4 2023 in Review

Algert Global sold out of Alteryx Inc (AYX) in Q4 2023, closing a stake of 15,040 shares — an estimated $567K sold.

Algert Global first reported a position in AYX in Q4 2020 and held it in 8 quarters. The position peaked at $1.74M in Q1 2023. 268 funds tracked by Wall St. Rank hold AYX as of Q4 2023.

  • Algert Global reported no remaining Alteryx Inc position as of Q4 2023 after selling out during the quarter.
  • Algert Global sold 15,040 Alteryx Inc shares in Q4 2023, an estimated $567K.
  • Algert Global first reported a position in Alteryx Inc in Q4 2020 and held it in 8 quarters.
  • Algert Global's Alteryx Inc position peaked at $1.74M in Q1 2023.
  • 268 funds tracked by Wall St. Rank held Alteryx Inc as of Q4 2023.

Based on Algert Global's 13F filing for Q4 2023, filed 14 Feb 2024.