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
2023
Q4 		– Sell
-8,900
Closed -$310K – 4384
2023
Q3 		$310K Hold
8,900
– – ﹤0.01% 2783
2023
Q2 		$408K Buy
+8,900
New +$390K ﹤0.01% 2723
2020
Q1 		– Sell
-62,500
Closed -$6.25M – 4855
2019
Q4 		$6.25M Buy
+62,500
New +$6.35M ﹤0.01% 1224

Other funds holding AYX

SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 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.