GWMIA
AYX

Global Wealth Management Investment Advisory’s Alteryx Inc AYX Stock Holding History

Global Wealth Management Investment Advisory’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
2020
Q2 		– Sell
-80
Closed -$8K – 703
2020
Q1 		$8K Buy
+80
New +$9.94K ﹤0.01% 369

Other funds holding AYX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Global Wealth Management Investment Advisory's AYX Position: Q2 2020 in Review

Global Wealth Management Investment Advisory sold out of Alteryx Inc (AYX) in Q2 2020, closing a stake of 80 shares — an estimated $8K sold.

Global Wealth Management Investment Advisory first reported a position in AYX in Q1 2020 and held it in 1 quarter. The position peaked at $8K in Q1 2020. 384 funds tracked by Wall St. Rank hold AYX as of Q2 2020.

  • Global Wealth Management Investment Advisory reported no remaining Alteryx Inc position as of Q2 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 80 Alteryx Inc shares in Q2 2020, an estimated $8K.
  • Global Wealth Management Investment Advisory first reported a position in Alteryx Inc in Q1 2020 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Alteryx Inc position peaked at $8K in Q1 2020.
  • 384 funds tracked by Wall St. Rank held Alteryx Inc as of Q2 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2020, filed 12 Aug 2020.