Geneos Wealth Management’s Alteryx Inc AYX Stock Holding History

Geneos 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
2022 Q3	–	Sell	-12	Closed	–	–	2678
2022 Q2	$0	Hold	12	–	–	﹤0.01%	2830
2022 Q1	$0	Sell	12 -205	-94%	-$12.1K	﹤0.01%	3032
2021 Q4	$13K	Hold	217	–	–	﹤0.01%	2090
2021 Q3	$16K	Hold	217	–	–	﹤0.01%	2045
2021 Q2	$18K	Hold	217	–	–	﹤0.01%	1977
2021 Q1	$17K	Hold	217	–	–	﹤0.01%	2165
2020 Q4	$17K	Hold	217	–	–	﹤0.01%	2013
2020 Q3	$24K	Hold	217	–	–	﹤0.01%	1584
2020 Q2	$35K	Sell	217 -98	-31%	-$12.7K	﹤0.01%	1380
2020 Q1	$29K	Sell	315 -75	-19%	-$9.32K	﹤0.01%	1366
2019 Q4	$40K	Buy	390 +55	+16%	+$5.59K	﹤0.01%	1376
2019 Q3	$35K	Buy	335 +200	+148%	+$24.8K	﹤0.01%	1356
2019 Q2	$14K	Buy	+135	New	+$12.3K	﹤0.01%	1798

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

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geneos Wealth Management's AYX Position: Q3 2022 in Review

Geneos Wealth Management sold out of Alteryx Inc (AYX) in Q3 2022, closing a stake of 12 shares.

Geneos Wealth Management first reported a position in AYX in Q2 2019 and held it in 13 quarters. The position peaked at $40K in Q4 2019. 288 funds tracked by Wall St. Rank hold AYX as of Q3 2022.

Geneos Wealth Management reported no remaining Alteryx Inc position as of Q3 2022 after selling out during the quarter.
Geneos Wealth Management sold 12 Alteryx Inc shares in Q3 2022.
Geneos Wealth Management first reported a position in Alteryx Inc in Q2 2019 and held it in 13 quarters.
Geneos Wealth Management's Alteryx Inc position peaked at $40K in Q4 2019.
288 funds tracked by Wall St. Rank held Alteryx Inc as of Q3 2022.

Based on Geneos Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.