C
AYX

Covestor’s Alteryx Inc AYX Stock Holding History

Covestor’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
-3,216
Closed -$152K – 2891
2023
Q4 		$152K Sell
3,216
-17,536
-85% -$681K 0.1% 259
2023
Q3 		$782K Buy
20,752
+14,892
+254% +$534K 0.59% 12
2023
Q2 		$266K Buy
5,860
+5,103
+674% +$224K 0.2% 57
2023
Q1 		$44K Sell
757
-513
-40% -$29.9K 0.04% 756
2022
Q4 		$64K Buy
1,270
+1,113
+709% +$53.1K 0.05% 624
2022
Q3 		$9K Sell
157
-2
-1% -$117 0.01% 1326
2022
Q2 		$8K Buy
159
+145
+1,036% +$8.68K 0.01% 1303
2022
Q1 		$1K Sell
14
-4
-22% -$236 ﹤0.01% 2016
2021
Q4 		$1K Buy
+18
New +$1.24K ﹤0.01% 2030

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

Covestor's AYX Position: Q1 2024 in Review

Covestor sold out of Alteryx Inc (AYX) in Q1 2024, closing a stake of 3,216 shares — an estimated $152K sold.

Covestor first reported a position in AYX in Q4 2021 and held it in 9 quarters. The position peaked at $782K in Q3 2023. 3 funds tracked by Wall St. Rank hold AYX as of Q1 2024.

  • Covestor reported no remaining Alteryx Inc position as of Q1 2024 after selling out during the quarter.
  • Covestor sold 3,216 Alteryx Inc shares in Q1 2024, an estimated $152K.
  • Covestor first reported a position in Alteryx Inc in Q4 2021 and held it in 9 quarters.
  • Covestor's Alteryx Inc position peaked at $782K in Q3 2023.
  • 3 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2024.

Based on Covestor's 13F filing for Q1 2024, filed 10 May 2024.