EWA
AYX

Evolution Wealth Advisors’s Alteryx Inc AYX Stock Holding History

Evolution 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
2021
Q2 		– Sell
-1,752
Closed -$145K – 679
2021
Q1 		$145K Buy
1,752
+643
+58% +$68.1K 0.03% 126
2020
Q4 		$135K Buy
+1,109
New +$140K 0.03% 120
2020
Q3 		– Sell
-25
Closed -$4K – 617
2020
Q2 		$4K Buy
+25
New +$3.24K ﹤0.01% 412

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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LFDLE
La Financiere de L'Echiquier Paris, France $2.29B AUM 37.29% 1-Year Est. Return

Evolution Wealth Advisors's AYX Position: Q2 2021 in Review

Evolution Wealth Advisors sold out of Alteryx Inc (AYX) in Q2 2021, closing a stake of 1,752 shares — an estimated $145K sold.

Evolution Wealth Advisors first reported a position in AYX in Q2 2020 and held it in 3 quarters. The position peaked at $145K in Q1 2021. 326 funds tracked by Wall St. Rank hold AYX as of Q2 2021.

  • Evolution Wealth Advisors reported no remaining Alteryx Inc position as of Q2 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 1,752 Alteryx Inc shares in Q2 2021, an estimated $145K.
  • Evolution Wealth Advisors first reported a position in Alteryx Inc in Q2 2020 and held it in 3 quarters.
  • Evolution Wealth Advisors's Alteryx Inc position peaked at $145K in Q1 2021.
  • 326 funds tracked by Wall St. Rank held Alteryx Inc as of Q2 2021.

Based on Evolution Wealth Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.