GA
AYX

GoalVest Advisory’s Alteryx Inc AYX Stock Holding History

GoalVest 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
2021
Q2 		$465K Sell
5,401
-3,426
-39% -$280K 0.29% 89
2021
Q1 		$732K Buy
+8,827
New +$935K 0.55% 63

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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LFDLE
La Financiere de L'Echiquier Paris, France $2.29B AUM 37.29% 1-Year Est. Return

GoalVest Advisory's AYX Position: Q2 2021 in Review

GoalVest Advisory reduced its Alteryx Inc (AYX) stake by 39% in Q2 2021, selling an estimated $280K and leaving 5,401 shares worth $465K. The position accounts for 0.29% of the portfolio, ranked #89.

GoalVest Advisory first reported a position in AYX in Q1 2021 and has held it in 2 quarters since. The position peaked at $732K in Q1 2021. 326 funds tracked by Wall St. Rank hold AYX as of Q2 2021.

  • GoalVest Advisory held 5,401 shares of Alteryx Inc worth $465K as of Q2 2021.
  • GoalVest Advisory sold 3,426 Alteryx Inc shares in Q2 2021, an estimated $280K.
  • Alteryx Inc made up 0.29% of GoalVest Advisory's portfolio in Q2 2021, its #89 holding.
  • GoalVest Advisory first reported a position in Alteryx Inc in Q1 2021 and has held it in 2 quarters since.
  • GoalVest Advisory's Alteryx Inc position peaked at $732K in Q1 2021.
  • 326 funds tracked by Wall St. Rank held Alteryx Inc as of Q2 2021.

Based on GoalVest Advisory's 13F filing for Q2 2021, filed 1 Sep 2021.