BIA
AYX

Bell Investment Advisors’s Alteryx Inc AYX Stock Holding History

Bell Investment 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
2023
Q2 		– Sell
-11
Closed -$648 – 2012
2023
Q1 		$648 Hold
11
– – ﹤0.01% 1703
2022
Q4 		$557 Buy
+11
New +$525 ﹤0.01% 1764
2022
Q3 		– Sell
-55
Closed -$3K – 2016
2022
Q2 		$3K Buy
+55
New +$3.29K ﹤0.01% 1058
2021
Q4 		– Sell
-33
Closed -$2K – 1981
2021
Q3 		$2K Buy
+33
New +$2.48K ﹤0.01% 1203

Other funds holding AYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Bell Investment Advisors's AYX Position: Q2 2023 in Review

Bell Investment Advisors sold out of Alteryx Inc (AYX) in Q2 2023, closing a stake of 11 shares — an estimated $648 sold.

Bell Investment Advisors first reported a position in AYX in Q3 2021 and held it in 4 quarters. The position peaked at $3K in Q2 2022. 255 funds tracked by Wall St. Rank hold AYX as of Q2 2023.

  • Bell Investment Advisors reported no remaining Alteryx Inc position as of Q2 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 11 Alteryx Inc shares in Q2 2023, an estimated $648.
  • Bell Investment Advisors first reported a position in Alteryx Inc in Q3 2021 and held it in 4 quarters.
  • Bell Investment Advisors's Alteryx Inc position peaked at $3K in Q2 2022.
  • 255 funds tracked by Wall St. Rank held Alteryx Inc as of Q2 2023.

Based on Bell Investment Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.