BWCS
AYX

Beirne Wealth Consulting Services’s Alteryx Inc AYX Stock Holding History

Beirne Wealth Consulting 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
2019
Q4 		– Sell
-2,940
Closed -$316K – 133
2019
Q3 		$316K Sell
2,940
-93
-3% -$11.5K 0.26% 91
2019
Q2 		$331K Sell
3,033
-595
-16% -$54.2K 0.3% 88
2019
Q1 		$304K Sell
3,628
-794
-18% -$57.3K 0.24% 134
2018
Q4 		$263K Buy
+4,422
New +$240K 0.22% 135

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
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Beirne Wealth Consulting Services's AYX Position: Q4 2019 in Review

Beirne Wealth Consulting Services sold out of Alteryx Inc (AYX) in Q4 2019, closing a stake of 2,940 shares — an estimated $316K sold.

Beirne Wealth Consulting Services first reported a position in AYX in Q4 2018 and held it in 4 quarters. The position peaked at $331K in Q2 2019. 309 funds tracked by Wall St. Rank hold AYX as of Q4 2019.

  • Beirne Wealth Consulting Services reported no remaining Alteryx Inc position as of Q4 2019 after selling out during the quarter.
  • Beirne Wealth Consulting Services sold 2,940 Alteryx Inc shares in Q4 2019, an estimated $316K.
  • Beirne Wealth Consulting Services first reported a position in Alteryx Inc in Q4 2018 and held it in 4 quarters.
  • Beirne Wealth Consulting Services's Alteryx Inc position peaked at $331K in Q2 2019.
  • 309 funds tracked by Wall St. Rank held Alteryx Inc as of Q4 2019.

Based on Beirne Wealth Consulting Services's 13F filing for Q4 2019, filed 14 Jan 2020.