BWM
AYX

BerganKDV Wealth Management’s Alteryx Inc AYX Stock Holding History

BerganKDV Wealth 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
2022
Q1 		– Sell
-7
Closed – – 1123
2021
Q4 		$0 Buy
7
+5
+250% +$345 ﹤0.01% 1139
2021
Q3 		$0 Buy
+2
New +$151 ﹤0.01% 1109

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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
LFDLE
La Financiere de L'Echiquier Paris, France $2.29B AUM 37.29% 1-Year Est. Return

BerganKDV Wealth Management's AYX Position: Q1 2022 in Review

BerganKDV Wealth Management sold out of Alteryx Inc (AYX) in Q1 2022, closing a stake of 7 shares.

BerganKDV Wealth Management first reported a position in AYX in Q3 2021 and held it in 2 quarters. The position peaked at $0 in Q4 2021. 289 funds tracked by Wall St. Rank hold AYX as of Q1 2022.

  • BerganKDV Wealth Management reported no remaining Alteryx Inc position as of Q1 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 7 Alteryx Inc shares in Q1 2022.
  • BerganKDV Wealth Management first reported a position in Alteryx Inc in Q3 2021 and held it in 2 quarters.
  • BerganKDV Wealth Management's Alteryx Inc position peaked at $0 in Q4 2021.
  • 289 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2022.

Based on BerganKDV Wealth Management's 13F filing for Q1 2022, filed 9 May 2022.