CIA
AYX

Cape Investment Advisory’s Alteryx Inc AYX Stock Holding History

Cape Investment Advisory’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
-42
Closed -$1.98K – 1203
2023
Q4 		$1.98K Hold
42
– – ﹤0.01% 925
2023
Q3 		$1.58K Hold
42
– – ﹤0.01% 808
2023
Q2 		$1.91K Hold
42
– – ﹤0.01% 776
2023
Q1 		$2.47K Buy
+42
New +$2.45K ﹤0.01% 790

Other funds holding AYX

SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Cape Investment Advisory's AYX Position: Q1 2024 in Review

Cape Investment Advisory sold out of Alteryx Inc (AYX) in Q1 2024, closing a stake of 42 shares — an estimated $1.98K sold.

Cape Investment Advisory first reported a position in AYX in Q1 2023 and held it in 4 quarters. The position peaked at $2.47K in Q1 2023. 3 funds tracked by Wall St. Rank hold AYX as of Q1 2024.

  • Cape Investment Advisory reported no remaining Alteryx Inc position as of Q1 2024 after selling out during the quarter.
  • Cape Investment Advisory sold 42 Alteryx Inc shares in Q1 2024, an estimated $1.98K.
  • Cape Investment Advisory first reported a position in Alteryx Inc in Q1 2023 and held it in 4 quarters.
  • Cape Investment Advisory's Alteryx Inc position peaked at $2.47K in Q1 2023.
  • 3 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2024.

Based on Cape Investment Advisory's 13F filing for Q1 2024, filed 21 Jun 2024.