Catalyst Private Wealth’s Alteryx Inc AYX Stock Holding History

Catalyst Private Wealth’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
2020 Q4	–	Sell	-150	Closed	-$17K	–	302
2020 Q3	$17K	Buy	+150	New	+$20.4K	0.02%	182

Other funds holding AYX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

Catalyst Private Wealth's AYX Position: Q4 2020 in Review

Catalyst Private Wealth sold out of Alteryx Inc (AYX) in Q4 2020, closing a stake of 150 shares — an estimated $17K sold.

Catalyst Private Wealth first reported a position in AYX in Q3 2020 and held it in 1 quarter. The position peaked at $17K in Q3 2020. 383 funds tracked by Wall St. Rank hold AYX as of Q4 2020.

Catalyst Private Wealth reported no remaining Alteryx Inc position as of Q4 2020 after selling out during the quarter.
Catalyst Private Wealth sold 150 Alteryx Inc shares in Q4 2020, an estimated $17K.
Catalyst Private Wealth first reported a position in Alteryx Inc in Q3 2020 and held it in 1 quarter.
Catalyst Private Wealth's Alteryx Inc position peaked at $17K in Q3 2020.
383 funds tracked by Wall St. Rank held Alteryx Inc as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.