AWA
AYX

Arkadios Wealth Advisors’s Alteryx Inc AYX Stock Holding History

Arkadios Wealth 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
2021
Q4 		– Sell
-252
Closed -$18K – 1868
2021
Q3 		$18K Hold
252
– – ﹤0.01% 1261
2021
Q2 		$21K Buy
+252
New +$20.6K ﹤0.01% 1274
2020
Q4 		– Sell
-52
Closed -$7.29K – 1500
2020
Q3 		$7.29K Buy
52
+24
+86% +$3.27K ﹤0.01% 796
2020
Q2 		$4.62K Sell
28
-10
-26% -$1.3K ﹤0.01% 791
2020
Q1 		$3.62K Buy
+38
New +$4.72K ﹤0.01% 843

Other funds holding AYX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 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
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LFDLE
La Financiere de L'Echiquier Paris, France $2.29B AUM 37.29% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Arkadios Wealth Advisors's AYX Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Alteryx Inc (AYX) in Q4 2021, closing a stake of 252 shares — an estimated $18K sold.

Arkadios Wealth Advisors first reported a position in AYX in Q1 2020 and held it in 5 quarters. The position peaked at $21K in Q2 2021. 284 funds tracked by Wall St. Rank hold AYX as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Alteryx Inc position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 252 Alteryx Inc shares in Q4 2021, an estimated $18K.
  • Arkadios Wealth Advisors first reported a position in Alteryx Inc in Q1 2020 and held it in 5 quarters.
  • Arkadios Wealth Advisors's Alteryx Inc position peaked at $21K in Q2 2021.
  • 284 funds tracked by Wall St. Rank held Alteryx Inc as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.