Avantax Planning Partners’s Alteryx Inc AYX Stock Holding History

Avantax Planning Partners’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
2018 Q4	–	Sell	-50	Closed	-$3K	–	1270
2018 Q3	$3K	Buy	+50	New	+$2.55K	﹤0.01%	1290

Other funds holding AYX

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

IHG

Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return

Avantax Planning Partners's AYX Position: Q4 2018 in Review

Avantax Planning Partners sold out of Alteryx Inc (AYX) in Q4 2018, closing a stake of 50 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in AYX in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 187 funds tracked by Wall St. Rank hold AYX as of Q4 2018.

Avantax Planning Partners reported no remaining Alteryx Inc position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 50 Alteryx Inc shares in Q4 2018, an estimated $3K.
Avantax Planning Partners first reported a position in Alteryx Inc in Q3 2018 and held it in 1 quarter.
Avantax Planning Partners's Alteryx Inc position peaked at $3K in Q3 2018.
187 funds tracked by Wall St. Rank held Alteryx Inc as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.