Financial Architects (New Jersey)’s Alteryx Inc AYX Stock Holding History

Financial Architects (New Jersey)’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 Q3	–	Sell	-500	Closed	-$82K	–	800
2020 Q2	$82K	Sell	500 -218	-30%	-$28.3K	0.02%	355
2020 Q1	$68K	Buy	718 +143	+25%	+$17.8K	0.02%	349
2019 Q4	$58K	Sell	575 -163	-22%	-$16.6K	0.01%	409
2019 Q3	$79K	Buy	738 +238	+48%	+$29.5K	0.02%	369
2019 Q2	$55K	Sell	500 -500	-50%	-$45.5K	0.01%	493
2019 Q1	$84K	Buy	1,000 +500	+100%	+$36.1K	0.01%	503
2018 Q4	$30K	Hold	500	–	–	0.01%	697
2018 Q3	$29K	Hold	500	–	–	﹤0.01%	818
2018 Q2	$19K	Hold	500	–	–	﹤0.01%	824
2018 Q1	$17K	Hold	500	–	–	﹤0.01%	936
2017 Q4	$13K	Hold	500	–	–	﹤0.01%	1082
2017 Q3	$10K	Hold	500	–	–	﹤0.01%	1133
2017 Q2	$10K	Hold	500	–	–	﹤0.01%	1152
2017 Q1	$8K	Buy	+500	New	+$7.61K	﹤0.01%	1194

Other funds holding AYX

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

BCM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACA

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

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

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

Financial Architects (New Jersey)'s AYX Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Alteryx Inc (AYX) in Q3 2020, closing a stake of 500 shares — an estimated $82K sold.

Financial Architects (New Jersey) first reported a position in AYX in Q1 2017 and held it in 14 quarters. The position peaked at $84K in Q1 2019. 366 funds tracked by Wall St. Rank hold AYX as of Q3 2020.

Financial Architects (New Jersey) reported no remaining Alteryx Inc position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 500 Alteryx Inc shares in Q3 2020, an estimated $82K.
Financial Architects (New Jersey) first reported a position in Alteryx Inc in Q1 2017 and held it in 14 quarters.
Financial Architects (New Jersey)'s Alteryx Inc position peaked at $84K in Q1 2019.
366 funds tracked by Wall St. Rank held Alteryx Inc as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.