BWP
AYX

Baldwin Wealth Partners’s Alteryx Inc AYX Stock Holding History

Baldwin Wealth 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
2020
Q4 		– Sell
-1,000
Closed -$114K – 571
2020
Q3 		$114K Buy
1,000
+200
+25% +$27.2K 0.02% 216
2020
Q2 		$131K Buy
800
+200
+33% +$25.9K 0.02% 191
2020
Q1 		$57K Hold
600
– – 0.01% 263
2019
Q4 		$60K Buy
+600
New +$61K 0.01% 297

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
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

Baldwin Wealth Partners's AYX Position: Q4 2020 in Review

Baldwin Wealth Partners sold out of Alteryx Inc (AYX) in Q4 2020, closing a stake of 1,000 shares — an estimated $114K sold.

Baldwin Wealth Partners first reported a position in AYX in Q4 2019 and held it in 4 quarters. The position peaked at $131K in Q2 2020. 383 funds tracked by Wall St. Rank hold AYX as of Q4 2020.

  • Baldwin Wealth Partners reported no remaining Alteryx Inc position as of Q4 2020 after selling out during the quarter.
  • Baldwin Wealth Partners sold 1,000 Alteryx Inc shares in Q4 2020, an estimated $114K.
  • Baldwin Wealth Partners first reported a position in Alteryx Inc in Q4 2019 and held it in 4 quarters.
  • Baldwin Wealth Partners's Alteryx Inc position peaked at $131K in Q2 2020.
  • 383 funds tracked by Wall St. Rank held Alteryx Inc as of Q4 2020.

Based on Baldwin Wealth Partners's 13F filing for Q4 2020, filed 12 Jan 2021.