EP Wealth Advisors’s Alteryx Inc AYX Stock Holding History

EP Wealth Advisors’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 Q4	–	Sell	-1,800	Closed	-$204K	–	467
2020 Q3	$204K	Buy	+1,800	New	+$245K	0.01%	343
2020 Q2	–	Hold	0	–	–	–	320

Other funds holding AYX

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BCM

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

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

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

EP Wealth Advisors's AYX Position: Q4 2020 in Review

EP Wealth Advisors sold out of Alteryx Inc (AYX) in Q4 2020, closing a stake of 1,800 shares — an estimated $204K sold.

EP Wealth Advisors first reported a position in AYX in Q3 2020 and held it in 1 quarter. The position peaked at $204K in Q3 2020. 383 funds tracked by Wall St. Rank hold AYX as of Q4 2020.

EP Wealth Advisors reported no remaining Alteryx Inc position as of Q4 2020 after selling out during the quarter.
EP Wealth Advisors sold 1,800 Alteryx Inc shares in Q4 2020, an estimated $204K.
EP Wealth Advisors first reported a position in Alteryx Inc in Q3 2020 and held it in 1 quarter.
EP Wealth Advisors's Alteryx Inc position peaked at $204K in Q3 2020.
383 funds tracked by Wall St. Rank held Alteryx Inc as of Q4 2020.

Based on EP Wealth Advisors's 13F filing for Q4 2020, filed 18 Feb 2021.