GSWM
AYX

Golden State Wealth Management’s Alteryx Inc AYX Stock Holding History

Golden State Wealth Management’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
2019
Q3 		– Sell
-2,700
Closed -$294K – 1156
2019
Q2 		$294K Hold
2,700
– – 0.09% 167
2019
Q1 		$226K Buy
+2,700
New +$195K 0.08% 211

Other funds holding AYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Golden State Wealth Management's AYX Position: Q3 2019 in Review

Golden State Wealth Management sold out of Alteryx Inc (AYX) in Q3 2019, closing a stake of 2,700 shares — an estimated $294K sold.

Golden State Wealth Management first reported a position in AYX in Q1 2019 and held it in 2 quarters. The position peaked at $294K in Q2 2019. 292 funds tracked by Wall St. Rank hold AYX as of Q3 2019.

  • Golden State Wealth Management reported no remaining Alteryx Inc position as of Q3 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 2,700 Alteryx Inc shares in Q3 2019, an estimated $294K.
  • Golden State Wealth Management first reported a position in Alteryx Inc in Q1 2019 and held it in 2 quarters.
  • Golden State Wealth Management's Alteryx Inc position peaked at $294K in Q2 2019.
  • 292 funds tracked by Wall St. Rank held Alteryx Inc as of Q3 2019.

Based on Golden State Wealth Management's 13F filing for Q3 2019, filed 23 Oct 2019.