Envestnet Asset Management
AYX

Envestnet Asset Management’s Alteryx Inc AYX Stock Holding History

Envestnet Asset Management’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
-4,933
Closed -$233K – 4320
2023
Q4 		$233K Sell
4,933
-13,368
-73% -$519K ﹤0.01% 3750
2023
Q3 		$690K Buy
+18,301
New +$656K ﹤0.01% 3067
2022
Q2 		– Sell
-4,636
Closed -$332K – 4109
2022
Q1 		$332K Buy
4,636
+307
+7% +$18.1K ﹤0.01% 3390
2021
Q4 		$262K Buy
4,329
+542
+14% +$37.4K ﹤0.01% 3491
2021
Q3 		$277K Buy
3,787
+1,405
+59% +$106K ﹤0.01% 3338
2021
Q2 		$205K Sell
2,382
-3,084
-56% -$252K ﹤0.01% 3481
2021
Q1 		$453K Sell
5,466
-25,928
-83% -$2.75M ﹤0.01% 2900
2020
Q4 		$3.82M Sell
31,394
-271
-0.9% -$34.2K ﹤0.01% 1401
2020
Q3 		$3.6M Sell
31,665
-19,314
-38% -$2.63M ﹤0.01% 1325
2020
Q2 		$8.38M Buy
50,979
+31,035
+156% +$4.02M 0.01% 848
2020
Q1 		$1.9M Buy
19,944
+1,425
+8% +$177K ﹤0.01% 1447
2019
Q4 		$1.85M Buy
18,519
+4,361
+31% +$443K ﹤0.01% 1658
2019
Q3 		$1.52M Buy
14,158
+1,572
+12% +$195K ﹤0.01% 1703
2019
Q2 		$1.37M Sell
12,586
-12,185
-49% -$1.11M ﹤0.01% 1761
2019
Q1 		$2.08M Buy
24,771
+4,532
+22% +$327K ﹤0.01% 1456
2018
Q4 		$1.2M Sell
20,239
-4,212
-17% -$229K ﹤0.01% 1623
2018
Q3 		$1.4M Buy
+24,451
New +$1.25M ﹤0.01% 670

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

Envestnet Asset Management's AYX Position: Q1 2024 in Review

Envestnet Asset Management sold out of Alteryx Inc (AYX) in Q1 2024, closing a stake of 4,933 shares — an estimated $233K sold.

Envestnet Asset Management first reported a position in AYX in Q3 2018 and held it in 17 quarters. The position peaked at $8.38M in Q2 2020. 3 funds tracked by Wall St. Rank hold AYX as of Q1 2024.

  • Envestnet Asset Management reported no remaining Alteryx Inc position as of Q1 2024 after selling out during the quarter.
  • Envestnet Asset Management sold 4,933 Alteryx Inc shares in Q1 2024, an estimated $233K.
  • Envestnet Asset Management first reported a position in Alteryx Inc in Q3 2018 and held it in 17 quarters.
  • Envestnet Asset Management's Alteryx Inc position peaked at $8.38M in Q2 2020.
  • 3 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2024.

Based on Envestnet Asset Management's 13F filing for Q1 2024, filed 13 May 2024.