Financial Perspectives’s Alteryx Inc AYX Stock Holding History

Financial Perspectives’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
2024 Q1	–	Sell	-124	Closed	-$5.85K	–	714
2023 Q4	$5.85K	Hold	124	–	–	﹤0.01%	513
2023 Q3	$4.67K	Hold	124	–	–	﹤0.01%	518
2023 Q2	$5.63K	Hold	124	–	–	﹤0.01%	501
2023 Q1	$7.3K	Hold	124	–	–	﹤0.01%	479
2022 Q4	$6.28K	Hold	124	–	–	﹤0.01%	491
2022 Q3	$6.92K	Hold	124	–	–	﹤0.01%	476
2022 Q2	$6K	Hold	124	–	–	﹤0.01%	494
2022 Q1	$8.87K	Hold	124	–	–	﹤0.01%	475
2021 Q4	$7.5K	Sell	124 -309	-71%	-$21.3K	﹤0.01%	466
2021 Q3	$31.7K	Hold	433	–	–	0.02%	293
2021 Q2	$37.2K	Sell	433 -35,489	-99%	-$2.9M	0.02%	290
2021 Q1	$433K	Buy	+35,922	New	+$3.81M	0.02%	305
2020 Q3	–	Sell	-10	Closed	-$1.64K	–	568
2020 Q2	$1.64K	Buy	+10	New	+$1.3K	﹤0.01%	494

Other funds holding AYX

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Financial Perspectives's AYX Position: Q1 2024 in Review

Financial Perspectives sold out of Alteryx Inc (AYX) in Q1 2024, closing a stake of 124 shares — an estimated $5.85K sold.

Financial Perspectives first reported a position in AYX in Q2 2020 and held it in 13 quarters. The position peaked at $433K in Q1 2021. 3 funds tracked by Wall St. Rank hold AYX as of Q1 2024.

Financial Perspectives reported no remaining Alteryx Inc position as of Q1 2024 after selling out during the quarter.
Financial Perspectives sold 124 Alteryx Inc shares in Q1 2024, an estimated $5.85K.
Financial Perspectives first reported a position in Alteryx Inc in Q2 2020 and held it in 13 quarters.
Financial Perspectives's Alteryx Inc position peaked at $433K in Q1 2021.
3 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2024.

Based on Financial Perspectives's 13F filing for Q1 2024, filed 19 Apr 2024.