CWA
AYX

Clearview Wealth Advisors’s Alteryx Inc AYX Stock Holding History

Clearview Wealth Advisors’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
Q3 		– Sell
-20
Closed -$908 – 692
2023
Q2 		$908 Buy
20
+3
+18% +$131 ﹤0.01% 612
2023
Q1 		$1K Buy
17
+4
+31% +$233 ﹤0.01% 582
2022
Q4 		$659 Sell
13
-16
-55% -$764 ﹤0.01% 553
2022
Q3 		$2K Sell
29
-156
-84% -$9.15K ﹤0.01% 510
2022
Q2 		$9K Sell
185
-12
-6% -$718 0.01% 377
2022
Q1 		$14K Sell
197
-23
-10% -$1.36K 0.01% 344
2021
Q4 		$13K Buy
220
+129
+142% +$8.91K 0.01% 377
2021
Q3 		$7K Hold
91
– – ﹤0.01% 473
2021
Q2 		$8K Sell
91
-110
-55% -$9K ﹤0.01% 468
2021
Q1 		$17K Buy
201
+69
+52% +$7.31K 0.01% 358
2020
Q4 		$16K Buy
+132
New +$16.6K 0.01% 324

Other funds holding AYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
OPFM
Optimus Prime Fund Management Grand Cayman, Cayman Islands $1.04B AUM 9.64% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Clearview Wealth Advisors's AYX Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Alteryx Inc (AYX) in Q3 2023, closing a stake of 20 shares — an estimated $908 sold.

Clearview Wealth Advisors first reported a position in AYX in Q4 2020 and held it in 11 quarters. The position peaked at $17K in Q1 2021. 276 funds tracked by Wall St. Rank hold AYX as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Alteryx Inc position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 20 Alteryx Inc shares in Q3 2023, an estimated $908.
  • Clearview Wealth Advisors first reported a position in Alteryx Inc in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Alteryx Inc position peaked at $17K in Q1 2021.
  • 276 funds tracked by Wall St. Rank held Alteryx Inc as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.