Bank of Montreal
AYX

Bank of Montreal’s Alteryx Inc AYX Stock Holding History

Bank of Montreal’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
2024
Q1 		– Sell
-321,006
Closed -$15.1M – 4467
2023
Q4 		$15.1M Sell
321,006
-111,495
-26% -$4.33M ﹤0.01% 880
2023
Q3 		$15.1M Buy
432,501
+247,411
+134% +$8.87M 0.01% 821
2023
Q2 		$8.48M Buy
185,090
+125,773
+212% +$5.51M ﹤0.01% 1073
2023
Q1 		$3.5M Sell
59,317
-155,886
-72% -$9.09M ﹤0.01% 1397
2022
Q4 		$10.9M Sell
215,203
-88,632
-29% -$4.23M ﹤0.01% 952
2022
Q3 		$20.7K Buy
303,835
+99,679
+49% +$5.84M 0.01% 677
2022
Q2 		$11.8K Sell
204,156
-93,936
-32% -$5.62M 0.01% 986
2022
Q1 		$21.4M Sell
298,092
-9,037
-3% -$534K 0.01% 786
2021
Q4 		$19.1M Buy
307,129
+19,450
+7% +$1.34M 0.01% 755
2021
Q3 		$20.6M Buy
287,679
+150,090
+109% +$11.3M 0.01% 917
2021
Q2 		$12M Buy
137,589
+14,540
+12% +$1.19M 0.01% 1171
2021
Q1 		$10.4M Sell
123,049
-16,427
-12% -$1.74M 0.01% 988
2020
Q4 		$15.8M Sell
139,476
-3,163
-2% -$399K 0.01% 806
2020
Q3 		$20.8M Buy
142,639
+1,000
+0.7% +$136K 0.02% 572
2020
Q2 		$25.8M Buy
141,639
+536
+0.4% +$69.5K 0.02% 506
2020
Q1 		$11.8M Buy
141,103
+82,972
+143% +$10.3M 0.01% 652
2019
Q4 		$5.82M Sell
58,131
-111,974
-66% -$11.4M ﹤0.01% 1261
2019
Q3 		$18.3M Buy
170,105
+167,692
+6,950% +$20.8M 0.02% 658
2019
Q2 		$263K Buy
2,413
+48
+2% +$4.37K ﹤0.01% 2784
2019
Q1 		$199K Sell
2,365
-508
-18% -$36.7K ﹤0.01% 2726
2018
Q4 		$172K Buy
2,873
+210
+8% +$11.4K ﹤0.01% 2664
2018
Q3 		$152K Buy
2,663
+99
+4% +$5.04K ﹤0.01% 2903
2018
Q2 		$98K Buy
2,564
+199
+8% +$6.95K ﹤0.01% 3131
2018
Q1 		$80K Hold
2,365
– – ﹤0.01% 3059
2017
Q4 		$60K Hold
2,365
– – ﹤0.01% 3209
2017
Q3 		$48K Hold
2,365
– – ﹤0.01% 3243
2017
Q2 		$46K Buy
+2,365
New +$42.5K ﹤0.01% 3256

Other funds holding AYX

SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Bank of Montreal's AYX Position: Q1 2024 in Review

Bank of Montreal sold out of Alteryx Inc (AYX) in Q1 2024, closing a stake of 321,006 shares — an estimated $15.1M sold.

Bank of Montreal first reported a position in AYX in Q2 2017 and held it in 27 quarters. The position peaked at $25.8M in Q2 2020. 3 funds tracked by Wall St. Rank hold AYX as of Q1 2024.

  • Bank of Montreal reported no remaining Alteryx Inc position as of Q1 2024 after selling out during the quarter.
  • Bank of Montreal sold 321,006 Alteryx Inc shares in Q1 2024, an estimated $15.1M.
  • Bank of Montreal first reported a position in Alteryx Inc in Q2 2017 and held it in 27 quarters.
  • Bank of Montreal's Alteryx Inc position peaked at $25.8M in Q2 2020.
  • 3 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2024.

Based on Bank of Montreal's 13F filing for Q1 2024, filed 13 May 2024.