Center for Financial Planning’s Alteryx Inc AYX Stock Holding History

Center for Financial Planning’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 Q4	–	Sell	-1	Closed	–	–	575
2021 Q3	$0	Buy	+1	New	+$75	﹤0.01%	537

Other funds holding AYX

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

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

BCM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

BCM

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

LFDLE

La Financiere de L'Echiquier Paris, France $2.29B AUM 37.29% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Center for Financial Planning's AYX Position: Q4 2021 in Review

Center for Financial Planning sold out of Alteryx Inc (AYX) in Q4 2021, closing a stake of 1 share.

Center for Financial Planning first reported a position in AYX in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 284 funds tracked by Wall St. Rank hold AYX as of Q4 2021.

Center for Financial Planning reported no remaining Alteryx Inc position as of Q4 2021 after selling out during the quarter.
Center for Financial Planning sold 1 Alteryx Inc share in Q4 2021.
Center for Financial Planning first reported a position in Alteryx Inc in Q3 2021 and held it in 1 quarter.
Center for Financial Planning's Alteryx Inc position peaked at $0 in Q3 2021.
284 funds tracked by Wall St. Rank held Alteryx Inc as of Q4 2021.

Based on Center for Financial Planning's 13F filing for Q4 2021, filed 8 Feb 2022.