AF
AYX

Allworth Financial’s Alteryx Inc AYX Stock Holding History

Allworth 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
2024
Q1 		– Sell
-102
Closed -$4.81K – 3706
2023
Q4 		$4.81K Sell
102
-373
-79% -$14.5K ﹤0.01% 2290
2023
Q3 		$17.9K Buy
475
+395
+494% +$14.2K ﹤0.01% 1595
2023
Q2 		$3.63K Hold
80
– – ﹤0.01% 2238
2023
Q1 		$4.71K Hold
80
– – ﹤0.01% 2054
2022
Q4 		$4.05K Sell
80
-6
-7% -$286 ﹤0.01% 1980
2022
Q3 		$5K Buy
86
+7
+9% +$410 ﹤0.01% 1911
2022
Q2 		$4K Sell
79
-595
-88% -$35.6K ﹤0.01% 1857
2022
Q1 		$48K Buy
674
+599
+799% +$35.4K ﹤0.01% 912
2021
Q4 		$5K Hold
75
– – ﹤0.01% 1575
2021
Q3 		$5K Hold
75
– – ﹤0.01% 1546
2021
Q2 		$6K Hold
75
– – ﹤0.01% 1189
2021
Q1 		$6K Sell
75
-89
-54% -$9.43K ﹤0.01% 1117
2020
Q4 		$20K Buy
164
+14
+9% +$1.76K ﹤0.01% 676
2020
Q3 		$17K Hold
150
– – ﹤0.01% 603
2020
Q2 		$25K Buy
+150
New +$19.4K ﹤0.01% 544

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

Allworth Financial's AYX Position: Q1 2024 in Review

Allworth Financial sold out of Alteryx Inc (AYX) in Q1 2024, closing a stake of 102 shares — an estimated $4.81K sold.

Allworth Financial first reported a position in AYX in Q2 2020 and held it in 15 quarters. The position peaked at $48K in Q1 2022. 3 funds tracked by Wall St. Rank hold AYX as of Q1 2024.

  • Allworth Financial reported no remaining Alteryx Inc position as of Q1 2024 after selling out during the quarter.
  • Allworth Financial sold 102 Alteryx Inc shares in Q1 2024, an estimated $4.81K.
  • Allworth Financial first reported a position in Alteryx Inc in Q2 2020 and held it in 15 quarters.
  • Allworth Financial's Alteryx Inc position peaked at $48K in Q1 2022.
  • 3 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2024.

Based on Allworth Financial's 13F filing for Q1 2024, filed 25 Apr 2024.