Financial Engines Advisors
AYX

Financial Engines Advisors’s Alteryx Inc AYX Stock Holding History

Financial Engines 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
2018
Q4 		– Sell
-96
Closed -$5K – 186
2018
Q3 		$5K Sell
96
-4
-4% -$204 ﹤0.01% 122
2018
Q2 		$4K Buy
+100
New +$3.49K ﹤0.01% 118

Other funds holding AYX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return

Financial Engines Advisors's AYX Position: Q4 2018 in Review

Financial Engines Advisors sold out of Alteryx Inc (AYX) in Q4 2018, closing a stake of 96 shares — an estimated $5K sold.

Financial Engines Advisors first reported a position in AYX in Q2 2018 and held it in 2 quarters. The position peaked at $5K in Q3 2018. 187 funds tracked by Wall St. Rank hold AYX as of Q4 2018.

  • Financial Engines Advisors reported no remaining Alteryx Inc position as of Q4 2018 after selling out during the quarter.
  • Financial Engines Advisors sold 96 Alteryx Inc shares in Q4 2018, an estimated $5K.
  • Financial Engines Advisors first reported a position in Alteryx Inc in Q2 2018 and held it in 2 quarters.
  • Financial Engines Advisors's Alteryx Inc position peaked at $5K in Q3 2018.
  • 187 funds tracked by Wall St. Rank held Alteryx Inc as of Q4 2018.

Based on Financial Engines Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.