FWM
AYX

Focused Wealth Management’s Alteryx Inc AYX Stock Holding History

Focused Wealth Management’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
2023
Q1 		– Sell
-1,300
Closed -$65.9K – 1163
2022
Q4 		$65.9K Buy
+1,300
New +$62K 0.01% 271
2021
Q4 		– Sell
-7
Closed -$1K – 1128
2021
Q3 		$1K Buy
+7
New +$527 ﹤0.01% 965
2021
Q1 		– Sell
-1,228
Closed -$150K – 1033
2020
Q4 		$150K Hold
1,228
– – 0.03% 183
2020
Q3 		$139K Sell
1,228
-149
-11% -$20.3K 0.03% 183
2020
Q2 		$226K Buy
1,377
+1,027
+293% +$133K 0.05% 126
2020
Q1 		$33K Sell
350
-605
-63% -$75.2K 0.01% 323
2019
Q4 		$96K Buy
955
+355
+59% +$36.1K 0.02% 257
2019
Q3 		$64K Buy
+600
New +$74.4K 0.02% 287

Other funds holding AYX

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Mackenzie Financial
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
ACM
Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return

Focused Wealth Management's AYX Position: Q1 2023 in Review

Focused Wealth Management sold out of Alteryx Inc (AYX) in Q1 2023, closing a stake of 1,300 shares — an estimated $65.9K sold.

Focused Wealth Management first reported a position in AYX in Q3 2019 and held it in 8 quarters. The position peaked at $226K in Q2 2020. 302 funds tracked by Wall St. Rank hold AYX as of Q1 2023.

  • Focused Wealth Management reported no remaining Alteryx Inc position as of Q1 2023 after selling out during the quarter.
  • Focused Wealth Management sold 1,300 Alteryx Inc shares in Q1 2023, an estimated $65.9K.
  • Focused Wealth Management first reported a position in Alteryx Inc in Q3 2019 and held it in 8 quarters.
  • Focused Wealth Management's Alteryx Inc position peaked at $226K in Q2 2020.
  • 302 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2023.

Based on Focused Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.