BPA
AYX

Beacon Pointe Advisors’s Alteryx Inc AYX Stock Holding History

Beacon Pointe 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
-2,375
Closed -$204K – 986
2021
Q2 		$204K Buy
+2,375
New +$194K 0.01% 792
2021
Q1 		– Sell
-2,461
Closed -$300K – 588
2020
Q4 		$300K Buy
+2,461
New +$310K 0.02% 370
2020
Q3 		– Sell
-1,851
Closed -$304K – 443
2020
Q2 		$304K Buy
+1,851
New +$240K 0.03% 298

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

Beacon Pointe Advisors's AYX Position: Q3 2021 in Review

Beacon Pointe Advisors sold out of Alteryx Inc (AYX) in Q3 2021, closing a stake of 2,375 shares — an estimated $204K sold.

Beacon Pointe Advisors first reported a position in AYX in Q2 2020 and held it in 3 quarters. The position peaked at $304K in Q2 2020. 303 funds tracked by Wall St. Rank hold AYX as of Q3 2021.

  • Beacon Pointe Advisors reported no remaining Alteryx Inc position as of Q3 2021 after selling out during the quarter.
  • Beacon Pointe Advisors sold 2,375 Alteryx Inc shares in Q3 2021, an estimated $204K.
  • Beacon Pointe Advisors first reported a position in Alteryx Inc in Q2 2020 and held it in 3 quarters.
  • Beacon Pointe Advisors's Alteryx Inc position peaked at $304K in Q2 2020.
  • 303 funds tracked by Wall St. Rank held Alteryx Inc as of Q3 2021.

Based on Beacon Pointe Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.