BAM
AYX

Bellevue Asset Management’s Alteryx Inc AYX Stock Holding History

Bellevue Asset Management’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
2024
Q1 		– Sell
-27
Closed -$1.27K – 467
2023
Q4 		$1.27K Hold
27
– – ﹤0.01% 440
2023
Q3 		$1.02K Hold
27
– – ﹤0.01% 447
2023
Q2 		$1.23K Hold
27
– – ﹤0.01% 460
2023
Q1 		$1.59K Hold
27
– – ﹤0.01% 446
2022
Q4 		$1.35K Hold
27
– – ﹤0.01% 454
2022
Q3 		$2K Hold
27
– – ﹤0.01% 449
2022
Q2 		$1K Buy
27
+10
+59% +$598 ﹤0.01% 495
2022
Q1 		$1K Sell
17
-3
-15% -$177 ﹤0.01% 530
2021
Q4 		$1K Sell
20
-1
-5% -$69 ﹤0.01% 561
2021
Q3 		$2K Hold
21
– – ﹤0.01% 551
2021
Q2 		$2K Sell
21
-2
-9% -$164 ﹤0.01% 551
2021
Q1 		$2K Sell
23
-4
-15% -$424 ﹤0.01% 607
2020
Q4 		$3K Buy
27
+10
+59% +$1.26K ﹤0.01% 561
2020
Q3 		$2K Sell
17
-26
-60% -$3.54K ﹤0.01% 580
2020
Q2 		$7K Hold
43
– – 0.01% 364
2020
Q1 		$5K Buy
43
+17
+65% +$2.11K 0.01% 403
2019
Q4 		$3K Buy
+26
New +$2.64K ﹤0.01% 413

Other funds holding AYX

SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Bellevue Asset Management's AYX Position: Q1 2024 in Review

Bellevue Asset Management sold out of Alteryx Inc (AYX) in Q1 2024, closing a stake of 27 shares — an estimated $1.27K sold.

Bellevue Asset Management first reported a position in AYX in Q4 2019 and held it in 17 quarters. The position peaked at $7K in Q2 2020. 3 funds tracked by Wall St. Rank hold AYX as of Q1 2024.

  • Bellevue Asset Management reported no remaining Alteryx Inc position as of Q1 2024 after selling out during the quarter.
  • Bellevue Asset Management sold 27 Alteryx Inc shares in Q1 2024, an estimated $1.27K.
  • Bellevue Asset Management first reported a position in Alteryx Inc in Q4 2019 and held it in 17 quarters.
  • Bellevue Asset Management's Alteryx Inc position peaked at $7K in Q2 2020.
  • 3 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2024.

Based on Bellevue Asset Management's 13F filing for Q1 2024, filed 26 Apr 2024.