Concord Wealth Partners’s Alteryx Inc AYX Stock Holding History

Concord Wealth Partners’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 Q2	–	Sell	-115	Closed	-$8K	–	1410
2022 Q1	$8K	Sell	115 -10	-8%	-$590	﹤0.01%	830
2021 Q4	$8K	Buy	125 +80	+178%	+$5.53K	﹤0.01%	850
2021 Q3	$3K	Buy	+45	New	+$3.39K	﹤0.01%	720

Other funds holding AYX

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AAM

Ardevora Asset Management London, United Kingdom $1.12B AUM 26.09% 1-Year Est. Return

Concord Wealth Partners's AYX Position: Q2 2022 in Review

Concord Wealth Partners sold out of Alteryx Inc (AYX) in Q2 2022, closing a stake of 115 shares — an estimated $8K sold.

Concord Wealth Partners first reported a position in AYX in Q3 2021 and held it in 3 quarters. The position peaked at $8K in Q1 2022. 276 funds tracked by Wall St. Rank hold AYX as of Q2 2022.

Concord Wealth Partners reported no remaining Alteryx Inc position as of Q2 2022 after selling out during the quarter.
Concord Wealth Partners sold 115 Alteryx Inc shares in Q2 2022, an estimated $8K.
Concord Wealth Partners first reported a position in Alteryx Inc in Q3 2021 and held it in 3 quarters.
Concord Wealth Partners's Alteryx Inc position peaked at $8K in Q1 2022.
276 funds tracked by Wall St. Rank held Alteryx Inc as of Q2 2022.

Based on Concord Wealth Partners's 13F filing for Q2 2022, filed 4 Aug 2022.