Brandywine Oak Private Wealth’s Alteryx Inc AYX Stock Holding History

Brandywine Oak Private 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
2022 Q4	–	Sell	-4,058	Closed	-$226K	–	304
2022 Q3	$226K	Sell	4,058 -1,586	-28%	-$93K	0.03%	265
2022 Q2	$273K	Buy	5,644 +594	+12%	+$35.5K	0.03%	263
2022 Q1	$361K	Buy	5,050 +974	+24%	+$57.5K	0.04%	231
2021 Q4	$270K	Buy	4,076 +1,305	+47%	+$90.1K	0.03%	278
2021 Q3	$203K	Buy	2,771 +141	+5%	+$10.6K	0.02%	331
2021 Q2	$226K	Buy	+2,630	New	+$215K	0.03%	315
2020 Q3	–	Sell	-1,470	Closed	-$241K	–	274
2020 Q2	$241K	Buy	+1,470	New	+$191K	0.04%	207
2018 Q4	–	Hold	0	–	–	–	634

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Brandywine Oak Private Wealth's AYX Position: Q4 2022 in Review

Brandywine Oak Private Wealth sold out of Alteryx Inc (AYX) in Q4 2022, closing a stake of 4,058 shares — an estimated $226K sold.

Brandywine Oak Private Wealth first reported a position in AYX in Q2 2020 and held it in 7 quarters. The position peaked at $361K in Q1 2022. 281 funds tracked by Wall St. Rank hold AYX as of Q4 2022.

Brandywine Oak Private Wealth reported no remaining Alteryx Inc position as of Q4 2022 after selling out during the quarter.
Brandywine Oak Private Wealth sold 4,058 Alteryx Inc shares in Q4 2022, an estimated $226K.
Brandywine Oak Private Wealth first reported a position in Alteryx Inc in Q2 2020 and held it in 7 quarters.
Brandywine Oak Private Wealth's Alteryx Inc position peaked at $361K in Q1 2022.
281 funds tracked by Wall St. Rank held Alteryx Inc as of Q4 2022.

Based on Brandywine Oak Private Wealth's 13F filing for Q4 2022, filed 6 Feb 2023.