EI
AYX

Ellevest Inc’s Alteryx Inc AYX Stock Holding History

Ellevest Inc’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
2023
Q2 		– Sell
-67
Closed -$3.94K – 1770
2023
Q1 		$3.94K Hold
67
– – ﹤0.01% 1273
2022
Q4 		$3.4K Sell
67
-504
-88% -$24.1K ﹤0.01% 1274
2022
Q3 		$32K Buy
+571
New +$33.5K ﹤0.01% 696
2021
Q3 		– Sell
-1,074
Closed -$92K – 1624
2021
Q2 		$92K Buy
1,074
+5
+0.5% +$409 0.01% 380
2021
Q1 		$89K Sell
1,069
-20
-2% -$2.12K 0.01% 357
2020
Q4 		$133K Buy
1,089
+21
+2% +$2.65K 0.02% 256
2020
Q3 		$121K Sell
1,068
-13
-1% -$1.77K 0.02% 207
2020
Q2 		$178K Buy
1,081
+15
+1% +$1.94K 0.04% 126
2020
Q1 		$101K Buy
+1,066
New +$132K 0.03% 140

Other funds holding AYX

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Ellevest Inc's AYX Position: Q2 2023 in Review

Ellevest Inc sold out of Alteryx Inc (AYX) in Q2 2023, closing a stake of 67 shares — an estimated $3.94K sold.

Ellevest Inc first reported a position in AYX in Q1 2020 and held it in 9 quarters. The position peaked at $178K in Q2 2020. 255 funds tracked by Wall St. Rank hold AYX as of Q2 2023.

  • Ellevest Inc reported no remaining Alteryx Inc position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 67 Alteryx Inc shares in Q2 2023, an estimated $3.94K.
  • Ellevest Inc first reported a position in Alteryx Inc in Q1 2020 and held it in 9 quarters.
  • Ellevest Inc's Alteryx Inc position peaked at $178K in Q2 2020.
  • 255 funds tracked by Wall St. Rank held Alteryx Inc as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.