EWP
AYX

Engrave Wealth Partners’s Alteryx Inc AYX Stock Holding History

Engrave Wealth 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
2020
Q3 		– Sell
-125
Closed -$20K – 442
2020
Q2 		$20K Buy
125
+45
+56% +$5.83K 0.02% 183
2020
Q1 		$7K Buy
+80
New +$9.94K 0.01% 241

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
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Engrave Wealth Partners's AYX Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Alteryx Inc (AYX) in Q3 2020, closing a stake of 125 shares — an estimated $20K sold.

Engrave Wealth Partners first reported a position in AYX in Q1 2020 and held it in 2 quarters. The position peaked at $20K in Q2 2020. 366 funds tracked by Wall St. Rank hold AYX as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Alteryx Inc position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 125 Alteryx Inc shares in Q3 2020, an estimated $20K.
  • Engrave Wealth Partners first reported a position in Alteryx Inc in Q1 2020 and held it in 2 quarters.
  • Engrave Wealth Partners's Alteryx Inc position peaked at $20K in Q2 2020.
  • 366 funds tracked by Wall St. Rank held Alteryx Inc as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.