Empower Advisory Group’s Alteryx Inc AYX Stock Holding History

Empower Advisory Group’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 Q4	–	Sell	-5,334	Closed	-$201K	–	493
2023 Q3	$201K	Hold	5,334	–	–	﹤0.01%	447
2023 Q2	$242K	Sell	5,334 -5	-0.1%	-$219	﹤0.01%	434
2023 Q1	$310K	Buy	+5,339	New	+$311K	﹤0.01%	377

Other funds holding AYX

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Empower Advisory Group's AYX Position: Q4 2023 in Review

Empower Advisory Group sold out of Alteryx Inc (AYX) in Q4 2023, closing a stake of 5,334 shares — an estimated $201K sold.

Empower Advisory Group first reported a position in AYX in Q1 2023 and held it in 3 quarters. The position peaked at $310K in Q1 2023. 268 funds tracked by Wall St. Rank hold AYX as of Q4 2023.

Empower Advisory Group reported no remaining Alteryx Inc position as of Q4 2023 after selling out during the quarter.
Empower Advisory Group sold 5,334 Alteryx Inc shares in Q4 2023, an estimated $201K.
Empower Advisory Group first reported a position in Alteryx Inc in Q1 2023 and held it in 3 quarters.
Empower Advisory Group's Alteryx Inc position peaked at $310K in Q1 2023.
268 funds tracked by Wall St. Rank held Alteryx Inc as of Q4 2023.

Based on Empower Advisory Group's 13F filing for Q4 2023, filed 7 Feb 2024.