GRP
AYX

Global Retirement Partners’s Alteryx Inc AYX Stock Holding History

Global Retirement Partners’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
-91
Closed -$4.31K – 3499
2023
Q4 		$4.31K Sell
91
-299
-77% -$11.6K ﹤0.01% 2383
2023
Q3 		$14.2K Buy
390
+4
+1% +$143 ﹤0.01% 1809
2023
Q2 		$17.5K Sell
386
-55
-12% -$2.41K ﹤0.01% 1728
2023
Q1 		$16K Hold
441
– – ﹤0.01% 1736
2022
Q4 		$22.3K Buy
441
+5
+1% +$239 ﹤0.01% 1435
2022
Q3 		$21K Hold
436
– – ﹤0.01% 1382
2022
Q2 		$21K Hold
436
– – ﹤0.01% 1346
2022
Q1 		$23K Buy
+436
New +$25.7K ﹤0.01% 1312
2021
Q4 		– Sell
-897
Closed -$66K – 1925
2021
Q3 		$66K Hold
897
– – 0.01% 767
2021
Q2 		$77K Sell
897
-70
-7% -$5.73K 0.01% 712
2021
Q1 		$80K Buy
967
+894
+1,225% +$94.7K 0.01% 634
2020
Q4 		$9K Hold
73
– – ﹤0.01% 1305
2020
Q3 		$8K Hold
73
– – ﹤0.01% 1220
2020
Q2 		$12K Hold
73
– – ﹤0.01% 1071
2020
Q1 		$7K Buy
+73
New +$9.07K ﹤0.01% 1147

Other funds holding AYX

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

Global Retirement Partners's AYX Position: Q1 2024 in Review

Global Retirement Partners sold out of Alteryx Inc (AYX) in Q1 2024, closing a stake of 91 shares — an estimated $4.31K sold.

Global Retirement Partners first reported a position in AYX in Q1 2020 and held it in 15 quarters. The position peaked at $80K in Q1 2021. 3 funds tracked by Wall St. Rank hold AYX as of Q1 2024.

  • Global Retirement Partners reported no remaining Alteryx Inc position as of Q1 2024 after selling out during the quarter.
  • Global Retirement Partners sold 91 Alteryx Inc shares in Q1 2024, an estimated $4.31K.
  • Global Retirement Partners first reported a position in Alteryx Inc in Q1 2020 and held it in 15 quarters.
  • Global Retirement Partners's Alteryx Inc position peaked at $80K in Q1 2021.
  • 3 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2024.

Based on Global Retirement Partners's 13F filing for Q1 2024, filed 23 Apr 2024.