Evoke Wealth’s Alteryx Inc AYX Stock Holding History

Evoke Wealth’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
2022 Q4	–	Sell	-3,082	Closed	-$172K	–	1207
2022 Q3	$172K	Hold	3,082	–	–	0.01%	345
2022 Q2	$149K	Hold	3,082	–	–	0.01%	357
2022 Q1	$220K	Hold	3,082	–	–	0.01%	340
2021 Q4	$186K	Hold	3,082	–	–	0.01%	375
2021 Q3	$225K	Hold	3,082	–	–	0.01%	327
2021 Q2	$265K	Hold	3,082	–	–	0.01%	310
2021 Q1	$256K	Hold	3,082	–	–	0.01%	274
2020 Q4	$375K	Hold	3,082	–	–	0.03%	178
2020 Q3	$350K	Hold	3,082	–	–	0.03%	161
2020 Q2	$506K	Hold	3,082	–	–	0.05%	111
2020 Q1	$293K	Buy	+3,082	New	+$383K	0.04%	145
2019 Q4	–	Sell	-3,082	Closed	-$331K	–	1508
2019 Q3	$331K	Buy	+3,082	New	+$382K	0.04%	189

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

BCM

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Evoke Wealth's AYX Position: Q4 2022 in Review

Evoke Wealth sold out of Alteryx Inc (AYX) in Q4 2022, closing a stake of 3,082 shares — an estimated $172K sold.

Evoke Wealth first reported a position in AYX in Q3 2019 and held it in 12 quarters. The position peaked at $506K in Q2 2020. 281 funds tracked by Wall St. Rank hold AYX as of Q4 2022.

Evoke Wealth reported no remaining Alteryx Inc position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 3,082 Alteryx Inc shares in Q4 2022, an estimated $172K.
Evoke Wealth first reported a position in Alteryx Inc in Q3 2019 and held it in 12 quarters.
Evoke Wealth's Alteryx Inc position peaked at $506K in Q2 2020.
281 funds tracked by Wall St. Rank held Alteryx Inc as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.