Howe & Rusling’s Alteryx Inc AYX Stock Holding History

Howe & Rusling’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	–	Sell	-200	Closed	-$11K	–	1103
2022 Q3	$11K	Hold	200	–	–	﹤0.01%	528
2022 Q2	$10K	Hold	200	–	–	﹤0.01%	550
2022 Q1	$14K	Hold	200	–	–	﹤0.01%	478
2021 Q4	$12K	Hold	200	–	–	﹤0.01%	514
2021 Q3	$15K	Buy	+200	New	+$15.1K	﹤0.01%	457
2021 Q2	–	Sell	-255	Closed	-$21K	–	1038
2021 Q1	$21K	Hold	255	–	–	﹤0.01%	398
2020 Q4	$31K	Sell	255 -62	-20%	-$7.82K	﹤0.01%	332
2020 Q3	$36K	Buy	317 +62	+24%	+$8.44K	0.01%	301
2020 Q2	$42K	Sell	255 -100	-28%	-$13K	0.01%	272
2020 Q1	$34K	Hold	355	–	–	0.01%	293
2019 Q4	$36K	Sell	355 -45	-11%	-$4.57K	0.01%	325
2019 Q3	$43K	Sell	400 -100	-20%	-$12.4K	0.01%	314
2019 Q2	$55K	Buy	+500	New	+$45.5K	0.01%	288

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

Howe & Rusling's AYX Position: Q4 2022 in Review

Howe & Rusling sold out of Alteryx Inc (AYX) in Q4 2022, closing a stake of 200 shares — an estimated $11K sold.

Howe & Rusling first reported a position in AYX in Q2 2019 and held it in 13 quarters. The position peaked at $55K in Q2 2019. 281 funds tracked by Wall St. Rank hold AYX as of Q4 2022.

Howe & Rusling reported no remaining Alteryx Inc position as of Q4 2022 after selling out during the quarter.
Howe & Rusling sold 200 Alteryx Inc shares in Q4 2022, an estimated $11K.
Howe & Rusling first reported a position in Alteryx Inc in Q2 2019 and held it in 13 quarters.
Howe & Rusling's Alteryx Inc position peaked at $55K in Q2 2019.
281 funds tracked by Wall St. Rank held Alteryx Inc as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.