CWM
AYX

Curi Wealth Management’s Alteryx Inc AYX Stock Holding History

Curi Wealth Management’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
2022
Q3 		– Sell
-109
Closed -$5K – 735
2022
Q2 		$5K Hold
109
– – ﹤0.01% 463
2022
Q1 		$7K Hold
109
– – ﹤0.01% 399
2021
Q4 		$6K Buy
+109
New +$7.53K ﹤0.01% 366

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Curi Wealth Management's AYX Position: Q3 2022 in Review

Curi Wealth Management sold out of Alteryx Inc (AYX) in Q3 2022, closing a stake of 109 shares — an estimated $5K sold.

Curi Wealth Management first reported a position in AYX in Q4 2021 and held it in 3 quarters. The position peaked at $7K in Q1 2022. 288 funds tracked by Wall St. Rank hold AYX as of Q3 2022.

  • Curi Wealth Management reported no remaining Alteryx Inc position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 109 Alteryx Inc shares in Q3 2022, an estimated $5K.
  • Curi Wealth Management first reported a position in Alteryx Inc in Q4 2021 and held it in 3 quarters.
  • Curi Wealth Management's Alteryx Inc position peaked at $7K in Q1 2022.
  • 288 funds tracked by Wall St. Rank held Alteryx Inc as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.