ACS
AYX

Archford Capital Strategies’s Alteryx Inc AYX Stock Holding History

Archford Capital Strategies’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
2021
Q1 		– Sell
-5,652
Closed -$658K – 281
2020
Q4 		$658K Buy
5,652
+1,356
+32% +$171K 0.15% 170
2020
Q3 		$488K Buy
4,296
+2,386
+125% +$325K 0.13% 175
2020
Q2 		$314K Buy
+1,910
New +$248K 0.09% 204

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
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Archford Capital Strategies's AYX Position: Q1 2021 in Review

Archford Capital Strategies sold out of Alteryx Inc (AYX) in Q1 2021, closing a stake of 5,652 shares — an estimated $658K sold.

Archford Capital Strategies first reported a position in AYX in Q2 2020 and held it in 3 quarters. The position peaked at $658K in Q4 2020. 341 funds tracked by Wall St. Rank hold AYX as of Q1 2021.

  • Archford Capital Strategies reported no remaining Alteryx Inc position as of Q1 2021 after selling out during the quarter.
  • Archford Capital Strategies sold 5,652 Alteryx Inc shares in Q1 2021, an estimated $658K.
  • Archford Capital Strategies first reported a position in Alteryx Inc in Q2 2020 and held it in 3 quarters.
  • Archford Capital Strategies's Alteryx Inc position peaked at $658K in Q4 2020.
  • 341 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2021.

Based on Archford Capital Strategies's 13F filing for Q1 2021, filed 26 Apr 2021.