EFG
AYX

Everhart Financial Group’s Alteryx Inc AYX Stock Holding History

Everhart Financial 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
2021
Q1 		– Sell
-2,893
Closed -$353K – 88
2020
Q4 		$353K Buy
+2,893
New +$365K 0.33% 53

Other funds holding AYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Everhart Financial Group's AYX Position: Q1 2021 in Review

Everhart Financial Group sold out of Alteryx Inc (AYX) in Q1 2021, closing a stake of 2,893 shares — an estimated $353K sold.

Everhart Financial Group first reported a position in AYX in Q4 2020 and held it in 1 quarter. The position peaked at $353K in Q4 2020. 341 funds tracked by Wall St. Rank hold AYX as of Q1 2021.

  • Everhart Financial Group reported no remaining Alteryx Inc position as of Q1 2021 after selling out during the quarter.
  • Everhart Financial Group sold 2,893 Alteryx Inc shares in Q1 2021, an estimated $353K.
  • Everhart Financial Group first reported a position in Alteryx Inc in Q4 2020 and held it in 1 quarter.
  • Everhart Financial Group's Alteryx Inc position peaked at $353K in Q4 2020.
  • 341 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2021.

Based on Everhart Financial Group's 13F filing for Q1 2021, filed 13 Apr 2021.