AFS
AYX

Annapolis Financial Services’s Alteryx Inc AYX Stock Holding History

Annapolis Financial Services’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
2022
Q4 		– Sell
-29
Closed -$2K – 545
2022
Q3 		$2K Hold
29
– – ﹤0.01% 465
2022
Q2 		$1K Hold
29
– – ﹤0.01% 431
2022
Q1 		$2K Hold
29
– – ﹤0.01% 425
2021
Q4 		$2K Hold
29
– – ﹤0.01% 423
2021
Q3 		$2K Hold
29
– – ﹤0.01% 411
2021
Q2 		$2K Hold
29
– – ﹤0.01% 384
2021
Q1 		$2K Hold
29
– – ﹤0.01% 376
2020
Q4 		$4K Buy
+29
New +$3.65K ﹤0.01% 331

Other funds holding AYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Annapolis Financial Services's AYX Position: Q4 2022 in Review

Annapolis Financial Services sold out of Alteryx Inc (AYX) in Q4 2022, closing a stake of 29 shares — an estimated $2K sold.

Annapolis Financial Services first reported a position in AYX in Q4 2020 and held it in 8 quarters. The position peaked at $4K in Q4 2020. 281 funds tracked by Wall St. Rank hold AYX as of Q4 2022.

  • Annapolis Financial Services reported no remaining Alteryx Inc position as of Q4 2022 after selling out during the quarter.
  • Annapolis Financial Services sold 29 Alteryx Inc shares in Q4 2022, an estimated $2K.
  • Annapolis Financial Services first reported a position in Alteryx Inc in Q4 2020 and held it in 8 quarters.
  • Annapolis Financial Services's Alteryx Inc position peaked at $4K in Q4 2020.
  • 281 funds tracked by Wall St. Rank held Alteryx Inc as of Q4 2022.

Based on Annapolis Financial Services's 13F filing for Q4 2022, filed 23 Jan 2023.