Creative Planning’s Alteryx Inc AYX Stock Holding History

Creative Planning’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 Q1	–	Sell	-2,085	Closed	-$254K	–	2757
2020 Q4	$254K	Sell	2,085 -111	-5%	-$14K	﹤0.01%	1723
2020 Q3	$249K	Sell	2,196 -4	-0.2%	-$545	﹤0.01%	1550
2020 Q2	$361K	Buy	+2,200	New	+$285K	﹤0.01%	1200
2017 Q3	–	Sell	-1,400	Closed	-$27K	–	3884
2017 Q2	$27K	Hold	1,400	–	–	﹤0.01%	2969
2017 Q1	$22K	Buy	+1,400	New	+$21.3K	﹤0.01%	3072

Other funds holding AYX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

BCM

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning's AYX Position: Q1 2021 in Review

Creative Planning sold out of Alteryx Inc (AYX) in Q1 2021, closing a stake of 2,085 shares — an estimated $254K sold.

Creative Planning first reported a position in AYX in Q1 2017 and held it in 5 quarters. The position peaked at $361K in Q2 2020. 341 funds tracked by Wall St. Rank hold AYX as of Q1 2021.

Creative Planning reported no remaining Alteryx Inc position as of Q1 2021 after selling out during the quarter.
Creative Planning sold 2,085 Alteryx Inc shares in Q1 2021, an estimated $254K.
Creative Planning first reported a position in Alteryx Inc in Q1 2017 and held it in 5 quarters.
Creative Planning's Alteryx Inc position peaked at $361K in Q2 2020.
341 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2021.

Based on Creative Planning's 13F filing for Q1 2021, filed 30 Apr 2021.