CFGS
AYX

Concourse Financial Group Securities’s Alteryx Inc AYX Stock Holding History

Concourse Financial Group Securities’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
Q3 		– Sell
-20
Closed -$1.5K – 2500
2021
Q2 		$2K Hold
20
– – ﹤0.01% 2241
2021
Q1 		$2K Buy
+20
New +$2.12K ﹤0.01% 2181
2019
Q1 		– Sell
-1,035
Closed -$74.7K – 2443
2018
Q4 		$61K Buy
+1,035
New +$56.2K 0.01% 761

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
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
LFDLE
La Financiere de L'Echiquier Paris, France $2.29B AUM 37.29% 1-Year Est. Return

Concourse Financial Group Securities's AYX Position: Q3 2021 in Review

Concourse Financial Group Securities sold out of Alteryx Inc (AYX) in Q3 2021, closing a stake of 20 shares — an estimated $1.5K sold.

Concourse Financial Group Securities first reported a position in AYX in Q4 2018 and held it in 3 quarters. The position peaked at $61K in Q4 2018. 303 funds tracked by Wall St. Rank hold AYX as of Q3 2021.

  • Concourse Financial Group Securities reported no remaining Alteryx Inc position as of Q3 2021 after selling out during the quarter.
  • Concourse Financial Group Securities sold 20 Alteryx Inc shares in Q3 2021, an estimated $1.5K.
  • Concourse Financial Group Securities first reported a position in Alteryx Inc in Q4 2018 and held it in 3 quarters.
  • Concourse Financial Group Securities's Alteryx Inc position peaked at $61K in Q4 2018.
  • 303 funds tracked by Wall St. Rank held Alteryx Inc as of Q3 2021.

Based on Concourse Financial Group Securities's 13F filing for Q3 2021, filed 9 Nov 2021.