CPIG
AYX

Chicago Partners Investment Group’s Alteryx Inc AYX Stock Holding History

Chicago Partners Investment 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
2022
Q1 		– Sell
-4,822
Closed -$248K – 610
2021
Q4 		$248K Sell
4,822
-963
-17% -$66.5K 0.02% 478
2021
Q3 		$418K Sell
5,785
-1,625
-22% -$122K 0.03% 367
2021
Q2 		$601K Sell
7,410
-1,192
-14% -$97.5K 0.04% 298
2021
Q1 		$753K Buy
8,602
+438
+5% +$46.4K 0.06% 241
2020
Q4 		$1.03M Sell
8,164
-451
-5% -$56.8K 0.1% 172
2020
Q3 		$1.1M Buy
8,615
+1,639
+23% +$223K 0.13% 129
2020
Q2 		$1.16M Buy
6,976
+1,770
+34% +$229K 0.15% 117
2020
Q1 		$632K Buy
5,206
+115
+2% +$14.3K 0.1% 163
2019
Q4 		$642K Buy
+5,091
New +$517K 0.08% 183

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
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
LFDLE
La Financiere de L'Echiquier Paris, France $2.29B AUM 37.29% 1-Year Est. Return

Chicago Partners Investment Group's AYX Position: Q1 2022 in Review

Chicago Partners Investment Group sold out of Alteryx Inc (AYX) in Q1 2022, closing a stake of 4,822 shares — an estimated $248K sold.

Chicago Partners Investment Group first reported a position in AYX in Q4 2019 and held it in 9 quarters. The position peaked at $1.16M in Q2 2020. 289 funds tracked by Wall St. Rank hold AYX as of Q1 2022.

  • Chicago Partners Investment Group reported no remaining Alteryx Inc position as of Q1 2022 after selling out during the quarter.
  • Chicago Partners Investment Group sold 4,822 Alteryx Inc shares in Q1 2022, an estimated $248K.
  • Chicago Partners Investment Group first reported a position in Alteryx Inc in Q4 2019 and held it in 9 quarters.
  • Chicago Partners Investment Group's Alteryx Inc position peaked at $1.16M in Q2 2020.
  • 289 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2022.

Based on Chicago Partners Investment Group's 13F filing for Q1 2022, filed 20 May 2022.