AWM
AYX

Atticus Wealth Management’s Alteryx Inc AYX Stock Holding History

Atticus Wealth Management’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
-7
Closed – – 655
2022
Q3 		$0 Hold
7
– – ﹤0.01% 632
2022
Q2 		$0 Hold
7
– – ﹤0.01% 658
2022
Q1 		$1K Hold
7
– – ﹤0.01% 586
2021
Q4 		$0 Hold
7
– – ﹤0.01% 506
2021
Q3 		$1K Buy
+7
New +$527 ﹤0.01% 401

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

Atticus Wealth Management's AYX Position: Q4 2022 in Review

Atticus Wealth Management sold out of Alteryx Inc (AYX) in Q4 2022, closing a stake of 7 shares.

Atticus Wealth Management first reported a position in AYX in Q3 2021 and held it in 5 quarters. The position peaked at $1K in Q1 2022. 281 funds tracked by Wall St. Rank hold AYX as of Q4 2022.

  • Atticus Wealth Management reported no remaining Alteryx Inc position as of Q4 2022 after selling out during the quarter.
  • Atticus Wealth Management sold 7 Alteryx Inc shares in Q4 2022.
  • Atticus Wealth Management first reported a position in Alteryx Inc in Q3 2021 and held it in 5 quarters.
  • Atticus Wealth Management's Alteryx Inc position peaked at $1K in Q1 2022.
  • 281 funds tracked by Wall St. Rank held Alteryx Inc as of Q4 2022.

Based on Atticus Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.