Bison Wealth’s Alteryx Inc AYX Stock Holding History

Bison Wealth’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 Q1	–	Sell	-2,044	Closed	-$249K	–	484
2020 Q4	$249K	Hold	2,044	–	–	0.12%	192
2020 Q3	$232K	Buy	2,044 +89	+5%	+$12.1K	0.14%	158
2020 Q2	$321K	Buy	+1,955	New	+$253K	0.2%	119

Other funds holding AYX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

BCM

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bison Wealth's AYX Position: Q1 2021 in Review

Bison Wealth sold out of Alteryx Inc (AYX) in Q1 2021, closing a stake of 2,044 shares — an estimated $249K sold.

Bison Wealth first reported a position in AYX in Q2 2020 and held it in 3 quarters. The position peaked at $321K in Q2 2020. 341 funds tracked by Wall St. Rank hold AYX as of Q1 2021.

Bison Wealth reported no remaining Alteryx Inc position as of Q1 2021 after selling out during the quarter.
Bison Wealth sold 2,044 Alteryx Inc shares in Q1 2021, an estimated $249K.
Bison Wealth first reported a position in Alteryx Inc in Q2 2020 and held it in 3 quarters.
Bison Wealth's Alteryx Inc position peaked at $321K in Q2 2020.
341 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2021.

Based on Bison Wealth's 13F filing for Q1 2021, filed 5 May 2021.