FFS
AYX

Founders Financial Securities’s Alteryx Inc AYX Stock Holding History

Founders Financial Securities’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
Q1 		– Sell
-1,944
Closed -$237K – 270
2020
Q4 		$237K Sell
1,944
-430
-18% -$54.2K 0.06% 200
2020
Q3 		$270K Sell
2,374
-2,038
-46% -$277K 0.09% 134
2020
Q2 		$733K Buy
4,412
+944
+27% +$122K 0.24% 77
2020
Q1 		$330K Buy
+3,468
New +$431K 0.12% 88
2019
Q4 		– Sell
-4,088
Closed -$439K – 151
2019
Q3 		$439K Sell
4,088
-365
-8% -$45.3K 0.14% 96
2019
Q2 		$486K Buy
4,453
+1,753
+65% +$160K 0.16% 83
2019
Q1 		$226K Buy
+2,700
New +$195K 0.07% 103

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Founders Financial Securities's AYX Position: Q1 2021 in Review

Founders Financial Securities sold out of Alteryx Inc (AYX) in Q1 2021, closing a stake of 1,944 shares — an estimated $237K sold.

Founders Financial Securities first reported a position in AYX in Q1 2019 and held it in 7 quarters. The position peaked at $733K in Q2 2020. 341 funds tracked by Wall St. Rank hold AYX as of Q1 2021.

  • Founders Financial Securities reported no remaining Alteryx Inc position as of Q1 2021 after selling out during the quarter.
  • Founders Financial Securities sold 1,944 Alteryx Inc shares in Q1 2021, an estimated $237K.
  • Founders Financial Securities first reported a position in Alteryx Inc in Q1 2019 and held it in 7 quarters.
  • Founders Financial Securities's Alteryx Inc position peaked at $733K in Q2 2020.
  • 341 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2021.

Based on Founders Financial Securities's 13F filing for Q1 2021, filed 14 May 2021.