HIIFS
AYX

Harel Insurance Investments & Financial Services’s Alteryx Inc AYX Stock Holding History

Harel Insurance Investments & Financial Services’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
2023
Q4 		– Sell
-179
Closed -$7K – 705
2023
Q3 		$7K Buy
179
+19
+12% +$681 ﹤0.01% 615
2023
Q2 		$7K Sell
160
-9
-5% -$394 ﹤0.01% 654
2023
Q1 		$10K Sell
169
-53
-24% -$3.09K ﹤0.01% 637
2022
Q4 		$11K Sell
222
-37
-14% -$1.77K ﹤0.01% 629
2022
Q3 		$15K Sell
259
-13
-5% -$762 ﹤0.01% 629
2022
Q2 		$13K Sell
272
-123
-31% -$7.36K ﹤0.01% 657
2022
Q1 		$28K Sell
395
-369
-48% -$21.8K ﹤0.01% 606
2021
Q4 		$47K Sell
764
-127
-14% -$8.77K ﹤0.01% 596
2021
Q3 		$65K Sell
891
-18
-2% -$1.35K ﹤0.01% 507
2021
Q2 		$78K Sell
909
-2,974
-77% -$243K ﹤0.01% 674
2021
Q1 		$834K Buy
3,883
+813
+26% +$86.1K 0.02% 403
2020
Q4 		$749K Buy
3,070
+1,454
+90% +$183K 0.02% 308
2020
Q3 		$184K Buy
1,616
+616
+62% +$83.9K 0.01% 318
2020
Q2 		$164K Buy
1,000
+600
+150% +$77.8K 0.01% 274
2020
Q1 		$38K Buy
+400
New +$49.7K ﹤0.01% 291

Other funds holding AYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Harel Insurance Investments & Financial Services's AYX Position: Q4 2023 in Review

Harel Insurance Investments & Financial Services sold out of Alteryx Inc (AYX) in Q4 2023, closing a stake of 179 shares — an estimated $7K sold.

Harel Insurance Investments & Financial Services first reported a position in AYX in Q1 2020 and held it in 15 quarters. The position peaked at $834K in Q1 2021. 268 funds tracked by Wall St. Rank hold AYX as of Q4 2023.

  • Harel Insurance Investments & Financial Services reported no remaining Alteryx Inc position as of Q4 2023 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 179 Alteryx Inc shares in Q4 2023, an estimated $7K.
  • Harel Insurance Investments & Financial Services first reported a position in Alteryx Inc in Q1 2020 and held it in 15 quarters.
  • Harel Insurance Investments & Financial Services's Alteryx Inc position peaked at $834K in Q1 2021.
  • 268 funds tracked by Wall St. Rank held Alteryx Inc as of Q4 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2023, filed 30 Jan 2024.