Berman Capital Advisors’s Alteryx Inc AYX Stock Holding History

Berman Capital 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
2021 Q3	$6K	Sell	95 -26	-21%	-$1.96K	﹤0.01%	1400
2021 Q2	$10K	Sell	121 -62	-34%	-$5.07K	﹤0.01%	1144
2021 Q1	$15K	Buy	183 +140	+326%	+$14.8K	﹤0.01%	910
2020 Q4	$5K	Hold	43	–	–	﹤0.01%	1187
2020 Q3	$4K	Hold	43	–	–	﹤0.01%	1149
2020 Q2	$7K	Hold	43	–	–	﹤0.01%	911
2020 Q1	$4K	Hold	43	–	–	﹤0.01%	985
2019 Q4	$4K	Hold	43	–	–	﹤0.01%	1059
2019 Q3	$4K	Hold	43	–	–	﹤0.01%	1038
2019 Q2	$4K	Hold	43	–	–	﹤0.01%	1050
2019 Q1	$3K	Buy	+43	New	+$3.1K	﹤0.01%	1041

Other funds holding AYX

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

LFDLE

La Financiere de L'Echiquier Paris, France $2.29B AUM 37.29% 1-Year Est. Return

Berman Capital Advisors's AYX Position: Q3 2021 in Review

Berman Capital Advisors reduced its Alteryx Inc (AYX) stake by 21% in Q3 2021, selling an estimated $1.96K and leaving 95 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1400.

Berman Capital Advisors first reported a position in AYX in Q1 2019 and has held it in 11 quarters since. The position peaked at $15K in Q1 2021. 303 funds tracked by Wall St. Rank hold AYX as of Q3 2021.

Berman Capital Advisors held 95 shares of Alteryx Inc worth $6K as of Q3 2021.
Berman Capital Advisors sold 26 Alteryx Inc shares in Q3 2021, an estimated $1.96K.
Alteryx Inc made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1400 holding.
Berman Capital Advisors first reported a position in Alteryx Inc in Q1 2019 and has held it in 11 quarters since.
Berman Capital Advisors's Alteryx Inc position peaked at $15K in Q1 2021.
303 funds tracked by Wall St. Rank held Alteryx Inc as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.