COCM
AYX

Charter Oak Capital Management’s Alteryx Inc AYX Stock Holding History

Charter Oak Capital Management’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
-60
Closed -$4K – 949
2021
Q3 		$4K Hold
60
– – ﹤0.01% 711
2021
Q2 		$5K Hold
60
– – ﹤0.01% 681
2021
Q1 		$5K Buy
+60
New +$6.36K ﹤0.01% 647

Other funds holding AYX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
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
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
Alkeon Capital Management
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
CS
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
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Charter Oak Capital Management's AYX Position: Q4 2021 in Review

Charter Oak Capital Management sold out of Alteryx Inc (AYX) in Q4 2021, closing a stake of 60 shares — an estimated $4K sold.

Charter Oak Capital Management first reported a position in AYX in Q1 2021 and held it in 3 quarters. The position peaked at $5K in Q2 2021. 284 funds tracked by Wall St. Rank hold AYX as of Q4 2021.

  • Charter Oak Capital Management reported no remaining Alteryx Inc position as of Q4 2021 after selling out during the quarter.
  • Charter Oak Capital Management sold 60 Alteryx Inc shares in Q4 2021, an estimated $4K.
  • Charter Oak Capital Management first reported a position in Alteryx Inc in Q1 2021 and held it in 3 quarters.
  • Charter Oak Capital Management's Alteryx Inc position peaked at $5K in Q2 2021.
  • 284 funds tracked by Wall St. Rank held Alteryx Inc as of Q4 2021.

Based on Charter Oak Capital Management's 13F filing for Q4 2021, filed 9 Feb 2022.