Glassman Wealth Services’s Alteryx Inc AYX Stock Holding History

Glassman Wealth Services’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	-10	Closed	-$472	–	1964
2023 Q4	$472	Buy	10 +5	+100%	+$194	﹤0.01%	1733
2023 Q3	$188	Buy	+5	New	+$179	﹤0.01%	1899
2023 Q2	–	Sell	-4	Closed	-$235	–	2035
2023 Q1	$235	Hold	4	–	–	﹤0.01%	1760
2022 Q4	$203	Buy	+4	New	+$191	﹤0.01%	1795
2022 Q2	–	Sell	-18	Closed	-$1K	–	2090
2022 Q1	$1K	Sell	18 -8	-31%	-$472	﹤0.01%	1581
2021 Q4	$2K	Buy	26 +6	+30%	+$414	﹤0.01%	1269
2021 Q3	$1K	Buy	20 +19	+1,900%	+$1.43K	﹤0.01%	1524
2021 Q2	$0	Hold	1	–	–	﹤0.01%	1712
2021 Q1	$0	Buy	+1	New	+$106	﹤0.01%	1685
2019 Q4	–	Sell	-3	Closed	–	–	1555
2019 Q3	$0	Hold	3	–	–	﹤0.01%	1442
2019 Q2	$0	Buy	+3	New	+$273	﹤0.01%	1431

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

Glassman Wealth Services's AYX Position: Q1 2024 in Review

Glassman Wealth Services sold out of Alteryx Inc (AYX) in Q1 2024, closing a stake of 10 shares — an estimated $472 sold.

Glassman Wealth Services first reported a position in AYX in Q2 2019 and held it in 11 quarters. The position peaked at $2K in Q4 2021. 3 funds tracked by Wall St. Rank hold AYX as of Q1 2024.

Glassman Wealth Services reported no remaining Alteryx Inc position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 10 Alteryx Inc shares in Q1 2024, an estimated $472.
Glassman Wealth Services first reported a position in Alteryx Inc in Q2 2019 and held it in 11 quarters.
Glassman Wealth Services's Alteryx Inc position peaked at $2K in Q4 2021.
3 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.