Corient Private Wealth
AYX

Corient Private Wealth’s Alteryx Inc AYX Stock Holding History

Corient Private Wealth’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
-12,204
Closed -$576K – 2388
2023
Q4 		$576K Buy
12,204
+1,720
+16% +$66.8K ﹤0.01% 1540
2023
Q3 		$395K Sell
10,484
-1,684
-14% -$60.4K ﹤0.01% 1617
2023
Q2 		$552K Buy
12,168
+1,625
+15% +$71.2K ﹤0.01% 1405
2023
Q1 		$620K Sell
10,543
-809
-7% -$47.2K ﹤0.01% 1292
2022
Q4 		$575K Buy
+11,352
New +$542K ﹤0.01% 1100

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

Corient Private Wealth's AYX Position: Q1 2024 in Review

Corient Private Wealth sold out of Alteryx Inc (AYX) in Q1 2024, closing a stake of 12,204 shares — an estimated $576K sold.

Corient Private Wealth first reported a position in AYX in Q4 2022 and held it in 5 quarters. The position peaked at $620K in Q1 2023. 3 funds tracked by Wall St. Rank hold AYX as of Q1 2024.

  • Corient Private Wealth reported no remaining Alteryx Inc position as of Q1 2024 after selling out during the quarter.
  • Corient Private Wealth sold 12,204 Alteryx Inc shares in Q1 2024, an estimated $576K.
  • Corient Private Wealth first reported a position in Alteryx Inc in Q4 2022 and held it in 5 quarters.
  • Corient Private Wealth's Alteryx Inc position peaked at $620K in Q1 2023.
  • 3 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2024.

Based on Corient Private Wealth's 13F filing for Q1 2024, filed 9 May 2024.