HNWAG
AYX

High Net Worth Advisory Group’s Alteryx Inc AYX Stock Holding History

High Net Worth Advisory Group’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
Q1 		– Sell
-135
Closed -$6.84K – 613
2022
Q4 		$6.84K Hold
135
– – ﹤0.01% 525
2022
Q3 		$8K Hold
135
– – ﹤0.01% 565
2022
Q2 		$7K Buy
135
+35
+35% +$2.09K ﹤0.01% 566
2022
Q1 		$7K Hold
100
– – ﹤0.01% 574
2021
Q4 		$6K Buy
+100
New +$6.91K ﹤0.01% 593

Other funds holding AYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Mackenzie Financial
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
ACM
Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return

High Net Worth Advisory Group's AYX Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Alteryx Inc (AYX) in Q1 2023, closing a stake of 135 shares — an estimated $6.84K sold.

High Net Worth Advisory Group first reported a position in AYX in Q4 2021 and held it in 5 quarters. The position peaked at $8K in Q3 2022. 302 funds tracked by Wall St. Rank hold AYX as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining Alteryx Inc position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 135 Alteryx Inc shares in Q1 2023, an estimated $6.84K.
  • High Net Worth Advisory Group first reported a position in Alteryx Inc in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's Alteryx Inc position peaked at $8K in Q3 2022.
  • 302 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.