EverSource Wealth Advisors’s Alteryx Inc AYX Stock Holding History

EverSource 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
2023 Q4	–	Sell	-27	Closed	-$1.02K	–	2767
2023 Q3	$1.02K	Buy	27 +2	+8%	+$72	﹤0.01%	2210
2023 Q2	$1.14K	Hold	25	–	–	﹤0.01%	2173
2023 Q1	$1.47K	Hold	25	–	–	﹤0.01%	2027
2022 Q4	$1.27K	Buy	+25	New	+$1.19K	﹤0.01%	2033

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

EverSource Wealth Advisors's AYX Position: Q4 2023 in Review

EverSource Wealth Advisors sold out of Alteryx Inc (AYX) in Q4 2023, closing a stake of 27 shares — an estimated $1.02K sold.

EverSource Wealth Advisors first reported a position in AYX in Q4 2022 and held it in 4 quarters. The position peaked at $1.47K in Q1 2023. 268 funds tracked by Wall St. Rank hold AYX as of Q4 2023.

EverSource Wealth Advisors reported no remaining Alteryx Inc position as of Q4 2023 after selling out during the quarter.
EverSource Wealth Advisors sold 27 Alteryx Inc shares in Q4 2023, an estimated $1.02K.
EverSource Wealth Advisors first reported a position in Alteryx Inc in Q4 2022 and held it in 4 quarters.
EverSource Wealth Advisors's Alteryx Inc position peaked at $1.47K in Q1 2023.
268 funds tracked by Wall St. Rank held Alteryx Inc as of Q4 2023.

Based on EverSource Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.