BIAS
AYX

Beacon Investment Advisory Services’s Alteryx Inc AYX Stock Holding History

Beacon Investment Advisory Services’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
Q4 		– Sell
-4,333
Closed -$317K – 312
2021
Q3 		$317K Sell
4,333
-75
-2% -$5.64K 0.01% 250
2021
Q2 		$379K Sell
4,408
-275
-6% -$22.5K 0.02% 239
2021
Q1 		$389K Buy
4,683
+522
+13% +$55.3K 0.02% 224
2020
Q4 		$507K Buy
4,161
+1,855
+80% +$234K 0.02% 188
2020
Q3 		$262K Buy
2,306
+471
+26% +$64.1K 0.01% 213
2020
Q2 		$301K Buy
+1,835
New +$238K 0.02% 195

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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LFDLE
La Financiere de L'Echiquier Paris, France $2.29B AUM 37.29% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Beacon Investment Advisory Services's AYX Position: Q4 2021 in Review

Beacon Investment Advisory Services sold out of Alteryx Inc (AYX) in Q4 2021, closing a stake of 4,333 shares — an estimated $317K sold.

Beacon Investment Advisory Services first reported a position in AYX in Q2 2020 and held it in 6 quarters. The position peaked at $507K in Q4 2020. 284 funds tracked by Wall St. Rank hold AYX as of Q4 2021.

  • Beacon Investment Advisory Services reported no remaining Alteryx Inc position as of Q4 2021 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 4,333 Alteryx Inc shares in Q4 2021, an estimated $317K.
  • Beacon Investment Advisory Services first reported a position in Alteryx Inc in Q2 2020 and held it in 6 quarters.
  • Beacon Investment Advisory Services's Alteryx Inc position peaked at $507K in Q4 2020.
  • 284 funds tracked by Wall St. Rank held Alteryx Inc as of Q4 2021.

Based on Beacon Investment Advisory Services's 13F filing for Q4 2021, filed 4 Feb 2022.