Brewin Dolphin Wealth Management’s Alteryx Inc AYX Stock Holding History

Brewin Dolphin 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 Q2	$13K	Hold	263	–	–	﹤0.01%	277
2022 Q1	$19K	Hold	263	–	–	﹤0.01%	255
2021 Q4	$16K	Sell	263 -183	-41%	-$12.6K	﹤0.01%	274
2021 Q3	$32.6K	Hold	446	–	–	﹤0.01%	229
2021 Q2	$38.4K	Buy	446 +19	+4%	+$1.55K	﹤0.01%	216
2021 Q1	$35.4K	Sell	427 -12,094	-97%	-$1.28M	0.01%	208
2020 Q4	$1.52M	Buy	12,521 +220	+2%	+$27.7K	0.26%	55
2020 Q3	$1.4M	Buy	12,301 +2,081	+20%	+$283K	0.26%	53
2020 Q2	$1.68M	Buy	+10,220	New	+$1.32M	0.36%	44

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

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

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

AAM

Ardevora Asset Management London, United Kingdom $1.12B AUM 26.09% 1-Year Est. Return

Brewin Dolphin Wealth Management's AYX Position: Q2 2022 in Review

Brewin Dolphin Wealth Management held its Alteryx Inc (AYX) position steady in Q2 2022 at 263 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #277.

Brewin Dolphin Wealth Management first reported a position in AYX in Q2 2020 and has held it in 9 quarters since. The position peaked at $1.68M in Q2 2020. 276 funds tracked by Wall St. Rank hold AYX as of Q2 2022.

Brewin Dolphin Wealth Management held 263 shares of Alteryx Inc worth $13K as of Q2 2022.
Brewin Dolphin Wealth Management left its Alteryx Inc share count unchanged in Q2 2022.
Alteryx Inc made up ﹤0.01% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #277 holding.
Brewin Dolphin Wealth Management first reported a position in Alteryx Inc in Q2 2020 and has held it in 9 quarters since.
Brewin Dolphin Wealth Management's Alteryx Inc position peaked at $1.68M in Q2 2020.
276 funds tracked by Wall St. Rank held Alteryx Inc as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.