ACA
AYX

Aptus Capital Advisors’s Alteryx Inc AYX Stock Holding History

Aptus Capital 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
-14,397
Closed -$1.63M – 542
2020
Q3 		$1.63M Sell
14,397
-2,907
-17% -$396K 0.09% 119
2020
Q2 		$2.84M Buy
+17,304
New +$2.24M 0.18% 80

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
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Capital Research Global Investors
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
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Franklin Resources
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

Aptus Capital Advisors's AYX Position: Q4 2020 in Review

Aptus Capital Advisors sold out of Alteryx Inc (AYX) in Q4 2020, closing a stake of 14,397 shares — an estimated $1.63M sold.

Aptus Capital Advisors first reported a position in AYX in Q2 2020 and held it in 2 quarters. The position peaked at $2.84M in Q2 2020. 383 funds tracked by Wall St. Rank hold AYX as of Q4 2020.

  • Aptus Capital Advisors reported no remaining Alteryx Inc position as of Q4 2020 after selling out during the quarter.
  • Aptus Capital Advisors sold 14,397 Alteryx Inc shares in Q4 2020, an estimated $1.63M.
  • Aptus Capital Advisors first reported a position in Alteryx Inc in Q2 2020 and held it in 2 quarters.
  • Aptus Capital Advisors's Alteryx Inc position peaked at $2.84M in Q2 2020.
  • 383 funds tracked by Wall St. Rank held Alteryx Inc as of Q4 2020.

Based on Aptus Capital Advisors's 13F filing for Q4 2020, filed 10 Feb 2021.