BWL
AYX

Bogart Wealth LLC’s Alteryx Inc AYX Stock Holding History

Bogart Wealth LLC’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
-60
Closed -$2.83K – 1124
2023
Q4 		$2.83K Sell
60
-50
-45% -$1.94K ﹤0.01% 851
2023
Q3 		$4.15K Buy
110
+50
+83% +$1.79K ﹤0.01% 764
2023
Q2 		$2.72K Hold
60
– – ﹤0.01% 839
2023
Q1 		$3.53K Hold
60
– – ﹤0.01% 802
2022
Q4 		$3.04K Hold
60
– – ﹤0.01% 747
2022
Q3 		$3K Buy
+60
New +$3.52K ﹤0.01% 803
2021
Q3 		– Sell
-20
Closed -$2K – 797
2021
Q2 		$2K Hold
20
– – ﹤0.01% 623
2021
Q1 		$2K Buy
+20
New +$2.12K ﹤0.01% 577

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

Bogart Wealth LLC's AYX Position: Q1 2024 in Review

Bogart Wealth LLC sold out of Alteryx Inc (AYX) in Q1 2024, closing a stake of 60 shares — an estimated $2.83K sold.

Bogart Wealth LLC first reported a position in AYX in Q1 2021 and held it in 8 quarters. The position peaked at $4.15K in Q3 2023. 3 funds tracked by Wall St. Rank hold AYX as of Q1 2024.

  • Bogart Wealth LLC reported no remaining Alteryx Inc position as of Q1 2024 after selling out during the quarter.
  • Bogart Wealth LLC sold 60 Alteryx Inc shares in Q1 2024, an estimated $2.83K.
  • Bogart Wealth LLC first reported a position in Alteryx Inc in Q1 2021 and held it in 8 quarters.
  • Bogart Wealth LLC's Alteryx Inc position peaked at $4.15K in Q3 2023.
  • 3 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2024.

Based on Bogart Wealth LLC's 13F filing for Q1 2024, filed 25 Apr 2024.