HWM
AYX

HighMark Wealth Management’s Alteryx Inc AYX Stock Holding History

HighMark 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
2024
Q1 		– Sell
-10
Closed -$472 – 619
2023
Q4 		$472 Hold
10
– – ﹤0.01% 536
2023
Q3 		$377 Hold
10
– – ﹤0.01% 534
2023
Q2 		$454 Hold
10
– – ﹤0.01% 527
2023
Q1 		$588 Hold
10
– – ﹤0.01% 562
2022
Q4 		$507 Hold
10
– – ﹤0.01% 498
2022
Q3 		$1K Hold
10
– – ﹤0.01% 507
2022
Q2 		$0 Buy
+10
New +$598 ﹤0.01% 550
2021
Q1 		– Sell
-5
Closed -$1K – 517
2020
Q4 		$1K Hold
5
– – ﹤0.01% 439
2020
Q3 		$1K Buy
+5
New +$681 ﹤0.01% 435

Other funds holding AYX

SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

HighMark Wealth Management's AYX Position: Q1 2024 in Review

HighMark Wealth Management sold out of Alteryx Inc (AYX) in Q1 2024, closing a stake of 10 shares — an estimated $472 sold.

HighMark Wealth Management first reported a position in AYX in Q3 2020 and held it in 9 quarters. The position peaked at $1K in Q3 2022. 3 funds tracked by Wall St. Rank hold AYX as of Q1 2024.

  • HighMark Wealth Management reported no remaining Alteryx Inc position as of Q1 2024 after selling out during the quarter.
  • HighMark Wealth Management sold 10 Alteryx Inc shares in Q1 2024, an estimated $472.
  • HighMark Wealth Management first reported a position in Alteryx Inc in Q3 2020 and held it in 9 quarters.
  • HighMark Wealth Management's Alteryx Inc position peaked at $1K in Q3 2022.
  • 3 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2024.

Based on HighMark Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.