CWAF
AYX

Core Wealth Advisors (Florida)’s Alteryx Inc AYX Stock Holding History

Core Wealth Advisors (Florida)’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
2024
Q1 		– Sell
-326
Closed -$15.4K – 276
2023
Q4 		$15.4K Hold
326
– – 0.01% 152
2023
Q3 		$12.3K Hold
326
– – 0.01% 142
2023
Q2 		$14.8K Hold
326
– – 0.01% 130
2023
Q1 		$19.2K Hold
326
– – 0.01% 114
2022
Q4 		$16.5K Hold
326
– – 0.01% 129
2022
Q3 		$18K Hold
326
– – 0.01% 105
2022
Q2 		$16K Hold
326
– – 0.01% 119
2022
Q1 		$23K Hold
326
– – 0.01% 111
2021
Q4 		$20K Hold
326
– – 0.01% 131
2021
Q3 		$24K Hold
326
– – 0.02% 104
2021
Q2 		$28K Hold
326
– – 0.02% 87
2021
Q1 		$27K Hold
326
– – 0.02% 84
2020
Q4 		$40K Hold
326
– – 0.04% 64
2020
Q3 		$37K Hold
326
– – 0.03% 62
2020
Q2 		$54K Buy
326
+126
+63% +$16.3K 0.05% 53
2020
Q1 		$19K Hold
200
– – 0.01% 73
2019
Q4 		$20K Buy
+200
New +$20.3K 0.01% 74

Other funds holding AYX

SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Core Wealth Advisors (Florida)'s AYX Position: Q1 2024 in Review

Core Wealth Advisors (Florida) sold out of Alteryx Inc (AYX) in Q1 2024, closing a stake of 326 shares — an estimated $15.4K sold.

Core Wealth Advisors (Florida) first reported a position in AYX in Q4 2019 and held it in 17 quarters. The position peaked at $54K in Q2 2020. 3 funds tracked by Wall St. Rank hold AYX as of Q1 2024.

  • Core Wealth Advisors (Florida) reported no remaining Alteryx Inc position as of Q1 2024 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 326 Alteryx Inc shares in Q1 2024, an estimated $15.4K.
  • Core Wealth Advisors (Florida) first reported a position in Alteryx Inc in Q4 2019 and held it in 17 quarters.
  • Core Wealth Advisors (Florida)'s Alteryx Inc position peaked at $54K in Q2 2020.
  • 3 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q1 2024, filed 15 May 2024.