AWM
AYX

Avior Wealth Management’s Alteryx Inc AYX Stock Holding History

Avior 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
2021
Q1 		– Sell
-4,086
Closed -$497K – 1168
2020
Q4 		$497K Buy
4,086
+6
+0.1% +$756 0.06% 267
2020
Q3 		$463K Buy
+4,080
New +$555K 0.07% 248

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 $5.72T AUM 30.48% 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

Avior Wealth Management's AYX Position: Q1 2021 in Review

Avior Wealth Management sold out of Alteryx Inc (AYX) in Q1 2021, closing a stake of 4,086 shares — an estimated $497K sold.

Avior Wealth Management first reported a position in AYX in Q3 2020 and held it in 2 quarters. The position peaked at $497K in Q4 2020. 341 funds tracked by Wall St. Rank hold AYX as of Q1 2021.

  • Avior Wealth Management reported no remaining Alteryx Inc position as of Q1 2021 after selling out during the quarter.
  • Avior Wealth Management sold 4,086 Alteryx Inc shares in Q1 2021, an estimated $497K.
  • Avior Wealth Management first reported a position in Alteryx Inc in Q3 2020 and held it in 2 quarters.
  • Avior Wealth Management's Alteryx Inc position peaked at $497K in Q4 2020.
  • 341 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2021.

Based on Avior Wealth Management's 13F filing for Q1 2021, filed 11 May 2021.