CAPTRUST Financial Advisors
AYX

CAPTRUST Financial Advisors’s Alteryx Inc AYX Stock Holding History

CAPTRUST Financial Advisors’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
Q3 		– Sell
-1,104
Closed -$53K – 4325
2022
Q2 		$53K Sell
1,104
-98
-8% -$5.86K ﹤0.01% 2712
2022
Q1 		$86K Buy
1,202
+1
+0.1% +$59 ﹤0.01% 2387
2021
Q4 		$73K Buy
1,201
+152
+14% +$10.5K ﹤0.01% 2385
2021
Q3 		$77K Buy
1,049
+113
+12% +$8.51K ﹤0.01% 2282
2021
Q2 		$81K Buy
936
+41
+5% +$3.35K ﹤0.01% 2191
2021
Q1 		$74K Buy
895
+573
+178% +$60.7K ﹤0.01% 2163
2020
Q4 		$39K Sell
322
-10
-3% -$1.26K ﹤0.01% 1946
2020
Q3 		$39K Sell
332
-90
-21% -$12.3K ﹤0.01% 1725
2020
Q2 		$74K Sell
422
-1,160
-73% -$150K ﹤0.01% 1472
2020
Q1 		$140K Buy
+1,582
New +$197K ﹤0.01% 992
2019
Q2 		– Sell
-50
Closed -$4K – 2025
2019
Q1 		$4K Hold
50
– – ﹤0.01% 1595
2018
Q4 		$3K Buy
+50
New +$2.71K ﹤0.01% 1453

Other funds holding AYX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CAPTRUST Financial Advisors's AYX Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Alteryx Inc (AYX) in Q3 2022, closing a stake of 1,104 shares — an estimated $53K sold.

CAPTRUST Financial Advisors first reported a position in AYX in Q4 2018 and held it in 12 quarters. The position peaked at $140K in Q1 2020. 288 funds tracked by Wall St. Rank hold AYX as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Alteryx Inc position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 1,104 Alteryx Inc shares in Q3 2022, an estimated $53K.
  • CAPTRUST Financial Advisors first reported a position in Alteryx Inc in Q4 2018 and held it in 12 quarters.
  • CAPTRUST Financial Advisors's Alteryx Inc position peaked at $140K in Q1 2020.
  • 288 funds tracked by Wall St. Rank held Alteryx Inc as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.