BAM
AYX

Belpointe Asset Management’s Alteryx Inc AYX Stock Holding History

Belpointe 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
2023
Q2 		– Sell
-633
Closed -$37.2K – 3600
2023
Q1 		$37.2K Buy
633
+54
+9% +$3.15K ﹤0.01% 1886
2022
Q4 		$29.3K Buy
+579
New +$27.6K ﹤0.01% 1922
2021
Q1 		– Sell
-1,645
Closed -$174K – 1085
2020
Q4 		$174K Sell
1,645
-283
-15% -$35.7K 0.02% 744
2020
Q3 		$198K Buy
+1,928
New +$262K 0.02% 554

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

Belpointe Asset Management's AYX Position: Q2 2023 in Review

Belpointe Asset Management sold out of Alteryx Inc (AYX) in Q2 2023, closing a stake of 633 shares — an estimated $37.2K sold.

Belpointe Asset Management first reported a position in AYX in Q3 2020 and held it in 4 quarters. The position peaked at $198K in Q3 2020. 255 funds tracked by Wall St. Rank hold AYX as of Q2 2023.

  • Belpointe Asset Management reported no remaining Alteryx Inc position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 633 Alteryx Inc shares in Q2 2023, an estimated $37.2K.
  • Belpointe Asset Management first reported a position in Alteryx Inc in Q3 2020 and held it in 4 quarters.
  • Belpointe Asset Management's Alteryx Inc position peaked at $198K in Q3 2020.
  • 255 funds tracked by Wall St. Rank held Alteryx Inc as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.