CFO4Life Group’s Alteryx Inc AYX Stock Holding History

CFO4Life Group’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	-38,554	Closed	-$1.82M	–	210
2023 Q4	$1.82M	Buy	38,554 +3,643	+10%	+$141K	0.35%	44
2023 Q3	$1.32M	Sell	34,911 -17,979	-34%	-$644K	0.3%	47
2023 Q2	$2.4M	Sell	52,890 -15	-0%	-$657	0.52%	33
2023 Q1	$3.11M	Buy	52,905 +422	+0.8%	+$24.6K	0.71%	23
2022 Q4	$2.66M	Buy	52,483 +1	+0%	+$48	0.57%	38
2022 Q3	$2.93M	Sell	52,482 -2,548	-5%	-$149K	0.78%	21
2022 Q2	$2.59M	Buy	55,030 +2,053	+4%	+$123K	0.64%	28
2022 Q1	$3.79M	Hold	52,977	–	–	0.8%	22
2021 Q4	$3.21M	Buy	52,977 +100	+0.2%	+$6.91K	0.66%	29
2021 Q3	$3.87M	Sell	52,877 -4,794	-8%	-$361K	0.9%	20
2021 Q2	$4.96M	Buy	57,671 +22,207	+63%	+$1.82M	1.15%	18
2021 Q1	$2.94M	Buy	+35,464	New	+$3.76M	0.73%	23

Other funds holding AYX

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

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

CFO4Life Group's AYX Position: Q1 2024 in Review

CFO4Life Group sold out of Alteryx Inc (AYX) in Q1 2024, closing a stake of 38,554 shares — an estimated $1.82M sold.

CFO4Life Group first reported a position in AYX in Q1 2021 and held it in 12 quarters. The position peaked at $4.96M in Q2 2021. 3 funds tracked by Wall St. Rank hold AYX as of Q1 2024.

CFO4Life Group reported no remaining Alteryx Inc position as of Q1 2024 after selling out during the quarter.
CFO4Life Group sold 38,554 Alteryx Inc shares in Q1 2024, an estimated $1.82M.
CFO4Life Group first reported a position in Alteryx Inc in Q1 2021 and held it in 12 quarters.
CFO4Life Group's Alteryx Inc position peaked at $4.96M in Q2 2021.
3 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2024.

Based on CFO4Life Group's 13F filing for Q1 2024, filed 6 May 2024.