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
2021
Q2 		$2K Hold
200
– – ﹤0.01% 2724
2021
Q1 		$2K Hold
200
– – ﹤0.01% 2724
2020
Q4 		$2K Hold
200
– – ﹤0.01% 2723
2020
Q3 		$2K Hold
200
– – ﹤0.01% 2722
2020
Q2 		$2K Hold
200
– – ﹤0.01% 2721
2020
Q1 		$2K Hold
200
– – ﹤0.01% 2721
2019
Q4 		$2K Hold
200
– – ﹤0.01% 2719
2019
Q3 		$2K Hold
200
– – ﹤0.01% 2719
2019
Q2 		$2K Hold
200
– – ﹤0.01% 2718
2019
Q1 		$2K Buy
+200
New +$14.4K ﹤0.01% 2714

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

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.