Avion Wealth’s Alteryx Inc AYX Stock Holding History

Avion Wealth’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
2023 Q4	–	Sell	-14	Closed	–	–	1399
2023 Q3	$0	Buy	+14	New	+$502	﹤0.01%	1280
2021 Q2	–	Sell	-5	Closed	–	–	419
2021 Q1	$0	Hold	5	–	–	﹤0.01%	397
2020 Q4	$1K	Hold	5	–	–	﹤0.01%	346
2020 Q3	$1K	Buy	+5	New	+$681	﹤0.01%	291

Other funds holding AYX

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Avion Wealth's AYX Position: Q4 2023 in Review

Avion Wealth sold out of Alteryx Inc (AYX) in Q4 2023, closing a stake of 14 shares.

Avion Wealth first reported a position in AYX in Q3 2020 and held it in 4 quarters. The position peaked at $1K in Q4 2020. 268 funds tracked by Wall St. Rank hold AYX as of Q4 2023.

Avion Wealth reported no remaining Alteryx Inc position as of Q4 2023 after selling out during the quarter.
Avion Wealth sold 14 Alteryx Inc shares in Q4 2023.
Avion Wealth first reported a position in Alteryx Inc in Q3 2020 and held it in 4 quarters.
Avion Wealth's Alteryx Inc position peaked at $1K in Q4 2020.
268 funds tracked by Wall St. Rank held Alteryx Inc as of Q4 2023.

Based on Avion Wealth's 13F filing for Q4 2023, filed 26 Jan 2024.