EDRH
AYX

Edmond de Rothschild Holding’s Alteryx Inc AYX Stock Holding History

Edmond de Rothschild Holding’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
-240
Closed -$11.3K – 732
2023
Q4 		$11.3K Sell
240
-1,477
-86% -$57.3K ﹤0.01% 652
2023
Q3 		$64.7K Sell
1,717
-18
-1% -$645 ﹤0.01% 539
2023
Q2 		$78.8K Sell
1,735
-1,564
-47% -$68.5K ﹤0.01% 538
2023
Q1 		$194K Buy
3,299
+489
+17% +$28.5K ﹤0.01% 446
2022
Q4 		$142K Sell
2,810
-370
-12% -$17.7K ﹤0.01% 513
2022
Q3 		$177K Buy
3,180
+35
+1% +$2.05K ﹤0.01% 484
2022
Q2 		$153K Buy
3,145
+127
+4% +$7.6K ﹤0.01% 529
2022
Q1 		$216K Buy
3,018
+110
+4% +$6.49K ﹤0.01% 484
2021
Q4 		$176K Buy
2,908
+246
+9% +$17K ﹤0.01% 553
2021
Q3 		$195K Buy
2,662
+693
+35% +$52.2K ﹤0.01% 543
2021
Q2 		$170K Buy
1,969
+711
+57% +$58.2K ﹤0.01% 551
2021
Q1 		$104K Buy
+1,258
New +$133K ﹤0.01% 562

Other funds holding AYX

SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Edmond de Rothschild Holding's AYX Position: Q1 2024 in Review

Edmond de Rothschild Holding sold out of Alteryx Inc (AYX) in Q1 2024, closing a stake of 240 shares — an estimated $11.3K sold.

Edmond de Rothschild Holding first reported a position in AYX in Q1 2021 and held it in 12 quarters. The position peaked at $216K in Q1 2022. 3 funds tracked by Wall St. Rank hold AYX as of Q1 2024.

  • Edmond de Rothschild Holding reported no remaining Alteryx Inc position as of Q1 2024 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 240 Alteryx Inc shares in Q1 2024, an estimated $11.3K.
  • Edmond de Rothschild Holding first reported a position in Alteryx Inc in Q1 2021 and held it in 12 quarters.
  • Edmond de Rothschild Holding's Alteryx Inc position peaked at $216K in Q1 2022.
  • 3 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2024.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2024, filed 8 May 2024.