BRWA
AYX

B. Riley Wealth Advisors’s Alteryx Inc AYX Stock Holding History

B. Riley Wealth Advisors’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
Q3 		– Sell
-2,846
Closed -$244K – 1489
2021
Q2 		$244K Buy
+2,846
New +$233K 0.01% 1130
2020
Q3 		– Sell
-1,926
Closed -$317K – 990
2020
Q2 		$317K Buy
+1,926
New +$250K 0.02% 614

Other funds holding AYX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 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
LFDLE
La Financiere de L'Echiquier Paris, France $2.29B AUM 37.29% 1-Year Est. Return

B. Riley Wealth Advisors's AYX Position: Q3 2021 in Review

B. Riley Wealth Advisors sold out of Alteryx Inc (AYX) in Q3 2021, closing a stake of 2,846 shares — an estimated $244K sold.

B. Riley Wealth Advisors first reported a position in AYX in Q2 2020 and held it in 2 quarters. The position peaked at $317K in Q2 2020. 303 funds tracked by Wall St. Rank hold AYX as of Q3 2021.

  • B. Riley Wealth Advisors reported no remaining Alteryx Inc position as of Q3 2021 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,846 Alteryx Inc shares in Q3 2021, an estimated $244K.
  • B. Riley Wealth Advisors first reported a position in Alteryx Inc in Q2 2020 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Alteryx Inc position peaked at $317K in Q2 2020.
  • 303 funds tracked by Wall St. Rank held Alteryx Inc as of Q3 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2021, filed 16 Nov 2021.