Gofen & Glossberg’s Alteryx Inc AYX Stock Holding History

Gofen & Glossberg’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 Q4	$574K	Buy	11,322 +2,990	+36%	+$143K	0.01%	321
2022 Q3	$465K	Sell	8,332 -450	-5%	-$26.4K	0.01%	329
2022 Q2	$425K	Buy	8,782 +1,120	+15%	+$67K	0.01%	347
2022 Q1	$548K	Buy	7,662 +575	+8%	+$33.9K	0.01%	328
2021 Q4	$429K	Sell	7,087 -11,410	-62%	-$788K	0.01%	379
2021 Q3	$1.35M	Buy	18,497 +740	+4%	+$55.7K	0.03%	218
2021 Q2	$1.53M	Sell	17,757 -263	-1%	-$21.5K	0.04%	210
2021 Q1	$1.5M	Buy	18,020 +15	+0.1%	+$1.59K	0.04%	207
2020 Q4	$2.19M	Sell	18,005 -1,275	-7%	-$161K	0.06%	173
2020 Q3	$2.19M	Buy	+19,280	New	+$2.62M	0.07%	155

Other funds holding AYX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Gofen & Glossberg's AYX Position: Q4 2022 in Review

Gofen & Glossberg increased its Alteryx Inc (AYX) stake by 36% in Q4 2022, buying an estimated $143K and bringing the position to 11,322 shares worth $574K. The position accounts for 0.01% of the portfolio, ranked #321.

Gofen & Glossberg first reported a position in AYX in Q3 2020 and has held it in 10 quarters since. The position peaked at $2.19M in Q4 2020. 281 funds tracked by Wall St. Rank hold AYX as of Q4 2022.

Gofen & Glossberg held 11,322 shares of Alteryx Inc worth $574K as of Q4 2022.
Gofen & Glossberg bought 2,990 Alteryx Inc shares in Q4 2022, an estimated $143K.
Alteryx Inc made up 0.01% of Gofen & Glossberg's portfolio in Q4 2022, its #321 holding.
Gofen & Glossberg first reported a position in Alteryx Inc in Q3 2020 and has held it in 10 quarters since.
Gofen & Glossberg's Alteryx Inc position peaked at $2.19M in Q4 2020.
281 funds tracked by Wall St. Rank held Alteryx Inc as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.