Carson Wealth (CWM LLC)
AYX

Carson Wealth (CWM LLC)’s Alteryx Inc AYX Stock Holding History

Carson Wealth (CWM 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
-1,533
Closed -$72K – 4864
2023
Q4 		$72K Sell
1,533
-105
-6% -$4.08K ﹤0.01% 1963
2023
Q3 		$62K Buy
1,638
+398
+32% +$14.3K ﹤0.01% 1941
2023
Q2 		$56K Buy
1,240
+117
+10% +$5.13K ﹤0.01% 1899
2023
Q1 		$66K Sell
1,123
-38
-3% -$2.21K ﹤0.01% 1722
2022
Q4 		$59K Sell
1,161
-25
-2% -$1.19K ﹤0.01% 1645
2022
Q3 		$66K Sell
1,186
-36
-3% -$2.11K ﹤0.01% 1535
2022
Q2 		$59K Buy
1,222
+12
+1% +$718 ﹤0.01% 1558
2022
Q1 		$87K Buy
1,210
+34
+3% +$2.01K ﹤0.01% 1384
2021
Q4 		$71K Buy
+1,176
New +$81.2K ﹤0.01% 1441
2021
Q2 		$123K Hold
1,435
– – ﹤0.01% 1065
2021
Q1 		$123K Hold
1,435
– – ﹤0.01% 1065
2020
Q4 		$123K Hold
1,435
– – ﹤0.01% 1065
2020
Q3 		$123K Hold
1,435
– – ﹤0.01% 1065
2020
Q2 		$123K Hold
1,435
– – ﹤0.01% 1065
2020
Q1 		$123K Hold
1,435
– – ﹤0.01% 1065
2019
Q4 		$123K Hold
1,435
– – ﹤0.01% 1065
2019
Q3 		$123K Hold
1,435
– – ﹤0.01% 1065
2019
Q2 		$123K Hold
1,435
– – ﹤0.01% 1065
2019
Q1 		$123K Buy
+1,435
New +$104K ﹤0.01% 1065

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

Carson Wealth (CWM LLC)'s AYX Position: Q1 2024 in Review

Carson Wealth (CWM LLC) sold out of Alteryx Inc (AYX) in Q1 2024, closing a stake of 1,533 shares — an estimated $72K sold.

Carson Wealth (CWM LLC) first reported a position in AYX in Q1 2019 and held it in 19 quarters. The position peaked at $123K in Q2 2021. 3 funds tracked by Wall St. Rank hold AYX as of Q1 2024.

  • Carson Wealth (CWM LLC) reported no remaining Alteryx Inc position as of Q1 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,533 Alteryx Inc shares in Q1 2024, an estimated $72K.
  • Carson Wealth (CWM LLC) first reported a position in Alteryx Inc in Q1 2019 and held it in 19 quarters.
  • Carson Wealth (CWM LLC)'s Alteryx Inc position peaked at $123K in Q2 2021.
  • 3 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2024, filed 5 Apr 2024.