Cetera Investment Advisers
AYX

Cetera Investment Advisers’s Alteryx Inc AYX Stock Holding History

Cetera Investment Advisers’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
2023
Q4 		– Sell
-18,397
Closed -$693K – 2366
2023
Q3 		$693K Buy
18,397
+6,075
+49% +$218K 0.01% 1254
2023
Q2 		$559K Buy
12,322
+1,192
+11% +$52.2K ﹤0.01% 1390
2023
Q1 		$655K Buy
11,130
+91
+0.8% +$5.3K 0.01% 1263
2022
Q4 		$559K Sell
11,039
-1,548
-12% -$73.9K 0.01% 1315
2022
Q3 		$703K Buy
12,587
+625
+5% +$36.6K 0.01% 856
2022
Q2 		$579K Buy
11,962
+450
+4% +$26.9K 0.01% 1017
2022
Q1 		$823K Buy
11,512
+3,866
+51% +$228K 0.01% 883
2021
Q4 		$463K Buy
7,646
+1,331
+21% +$91.9K 0.01% 1227
2021
Q3 		$462K Buy
+6,315
New +$475K 0.01% 1192

Other funds holding AYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Cetera Investment Advisers's AYX Position: Q4 2023 in Review

Cetera Investment Advisers sold out of Alteryx Inc (AYX) in Q4 2023, closing a stake of 18,397 shares — an estimated $693K sold.

Cetera Investment Advisers first reported a position in AYX in Q3 2021 and held it in 9 quarters. The position peaked at $823K in Q1 2022. 268 funds tracked by Wall St. Rank hold AYX as of Q4 2023.

  • Cetera Investment Advisers reported no remaining Alteryx Inc position as of Q4 2023 after selling out during the quarter.
  • Cetera Investment Advisers sold 18,397 Alteryx Inc shares in Q4 2023, an estimated $693K.
  • Cetera Investment Advisers first reported a position in Alteryx Inc in Q3 2021 and held it in 9 quarters.
  • Cetera Investment Advisers's Alteryx Inc position peaked at $823K in Q1 2022.
  • 268 funds tracked by Wall St. Rank held Alteryx Inc as of Q4 2023.

Based on Cetera Investment Advisers's 13F filing for Q4 2023, filed 13 Feb 2024.