Avitas Wealth Management’s Alteryx Inc AYX Stock Holding History

Avitas 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
2020 Q3	–	Sell	-1,964	Closed	-$323K	–	191
2020 Q2	$323K	Sell	1,964 -908	-32%	-$118K	0.11%	148
2020 Q1	$273K	Sell	2,872 -4,374	-60%	-$543K	0.12%	123
2019 Q4	$725K	Buy	7,246 +1,775	+32%	+$180K	0.19%	123
2019 Q3	$588K	Buy	5,471 +37	+0.7%	+$4.59K	0.16%	133
2019 Q2	$593K	Sell	5,434 -133	-2%	-$12.1K	0.16%	136
2019 Q1	$467K	Buy	+5,567	New	+$402K	0.14%	142

Other funds holding AYX

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

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

BCM

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

BCM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACA

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

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Avitas Wealth Management's AYX Position: Q3 2020 in Review

Avitas Wealth Management sold out of Alteryx Inc (AYX) in Q3 2020, closing a stake of 1,964 shares — an estimated $323K sold.

Avitas Wealth Management first reported a position in AYX in Q1 2019 and held it in 6 quarters. The position peaked at $725K in Q4 2019. 366 funds tracked by Wall St. Rank hold AYX as of Q3 2020.

Avitas Wealth Management reported no remaining Alteryx Inc position as of Q3 2020 after selling out during the quarter.
Avitas Wealth Management sold 1,964 Alteryx Inc shares in Q3 2020, an estimated $323K.
Avitas Wealth Management first reported a position in Alteryx Inc in Q1 2019 and held it in 6 quarters.
Avitas Wealth Management's Alteryx Inc position peaked at $725K in Q4 2019.
366 funds tracked by Wall St. Rank held Alteryx Inc as of Q3 2020.

Based on Avitas Wealth Management's 13F filing for Q3 2020, filed 6 Oct 2020.