Charles Schwab
AYX

Charles Schwab’s Alteryx Inc AYX Stock Holding History

Charles Schwab’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
-363,073
Closed -$17.1M – 3540
2023
Q4 		$17.1M Buy
363,073
+10,970
+3% +$426K ﹤0.01% 1681
2023
Q3 		$13.3M Buy
352,103
+17,816
+5% +$639K ﹤0.01% 1762
2023
Q2 		$15.2M Buy
334,287
+7,478
+2% +$328K ﹤0.01% 1684
2023
Q1 		$19.2M Buy
326,809
+58
+0% +$3.38K 0.01% 1506
2022
Q4 		$16.6M Buy
326,751
+11,553
+4% +$551K 0.01% 1564
2022
Q3 		$17.6M Buy
315,198
+12,192
+4% +$715K 0.01% 1462
2022
Q2 		$14.7M Sell
303,006
-4,537
-1% -$271K 0.01% 1613
2022
Q1 		$22M Buy
307,543
+6,346
+2% +$375K 0.01% 1472
2021
Q4 		$18.2M Buy
301,197
+8,418
+3% +$581K 0.01% 1655
2021
Q3 		$21.4M Sell
292,779
-7,010
-2% -$528K 0.01% 1532
2021
Q2 		$25.8M Buy
299,789
+7,339
+3% +$600K 0.01% 1377
2021
Q1 		$24.3M Buy
292,450
+25,058
+9% +$2.65M 0.01% 1380
2020
Q4 		$32.6M Buy
267,392
+5,410
+2% +$682K 0.01% 1046
2020
Q3 		$29.7M Buy
261,982
+19,423
+8% +$2.64M 0.01% 951
2020
Q2 		$39.8M Buy
242,559
+10,709
+5% +$1.39M 0.02% 717
2020
Q1 		$22.1M Buy
231,850
+22,214
+11% +$2.76M 0.01% 947
2019
Q4 		$21M Buy
209,636
+12,859
+7% +$1.31M 0.01% 1171
2019
Q3 		$21.1M Buy
196,777
+20,034
+11% +$2.49M 0.01% 1114
2019
Q2 		$19.3M Buy
176,743
+6,875
+4% +$626K 0.01% 1163
2019
Q1 		$14.2M Buy
169,868
+7,487
+5% +$540K 0.01% 1347
2018
Q4 		$9.66M Sell
162,381
-333
-0.2% -$18.1K 0.01% 1477
2018
Q3 		$9.31M Buy
162,714
+103,804
+176% +$5.29M 0.01% 1691
2018
Q2 		$2.25M Buy
58,910
+9,900
+20% +$346K ﹤0.01% 2339
2018
Q1 		$1.67M Buy
49,010
+2,500
+5% +$77.9K ﹤0.01% 2381
2017
Q4 		$1.18M Buy
46,510
+31,610
+212% +$763K ﹤0.01% 2466
2017
Q3 		$304K Hold
14,900
– – ﹤0.01% 2867
2017
Q2 		$291K Buy
+14,900
New +$268K ﹤0.01% 2885

Other funds holding AYX

SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Charles Schwab's AYX Position: Q1 2024 in Review

Charles Schwab sold out of Alteryx Inc (AYX) in Q1 2024, closing a stake of 363,073 shares — an estimated $17.1M sold.

Charles Schwab first reported a position in AYX in Q2 2017 and held it in 27 quarters. The position peaked at $39.8M in Q2 2020. 3 funds tracked by Wall St. Rank hold AYX as of Q1 2024.

  • Charles Schwab reported no remaining Alteryx Inc position as of Q1 2024 after selling out during the quarter.
  • Charles Schwab sold 363,073 Alteryx Inc shares in Q1 2024, an estimated $17.1M.
  • Charles Schwab first reported a position in Alteryx Inc in Q2 2017 and held it in 27 quarters.
  • Charles Schwab's Alteryx Inc position peaked at $39.8M in Q2 2020.
  • 3 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2024.

Based on Charles Schwab's 13F filing for Q1 2024, filed 9 May 2024.