EP
AYX

Edgestream Partners’s Alteryx Inc AYX Stock Holding History

Edgestream Partners’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
-18,301
Closed -$863K – 1063
2023
Q4 		$863K Sell
18,301
-9,561
-34% -$371K 0.06% 480
2023
Q3 		$1.05M Buy
+27,862
New +$999K 0.08% 385

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

Edgestream Partners's AYX Position: Q1 2024 in Review

Edgestream Partners sold out of Alteryx Inc (AYX) in Q1 2024, closing a stake of 18,301 shares — an estimated $863K sold.

Edgestream Partners first reported a position in AYX in Q3 2023 and held it in 2 quarters. The position peaked at $1.05M in Q3 2023. 3 funds tracked by Wall St. Rank hold AYX as of Q1 2024.

  • Edgestream Partners reported no remaining Alteryx Inc position as of Q1 2024 after selling out during the quarter.
  • Edgestream Partners sold 18,301 Alteryx Inc shares in Q1 2024, an estimated $863K.
  • Edgestream Partners first reported a position in Alteryx Inc in Q3 2023 and held it in 2 quarters.
  • Edgestream Partners's Alteryx Inc position peaked at $1.05M in Q3 2023.
  • 3 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2024.

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