IA
AYX

IFP Advisors’s Alteryx Inc AYX Stock Holding History

IFP Advisors’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
Q3 		– Sell
-136
Closed -$6.17K – 3603
2023
Q2 		$6.17K Buy
136
+113
+491% +$4.95K ﹤0.01% 2470
2023
Q1 		$808 Sell
23
-584
-96% -$34K ﹤0.01% 3118
2022
Q4 		$23K Sell
607
-91
-13% -$4.34K ﹤0.01% 2797
2022
Q3 		$28K Hold
698
– – ﹤0.01% 2827
2022
Q2 		$28K Hold
698
– – ﹤0.01% 2597
2022
Q1 		$28K Buy
698
+674
+2,808% +$39.8K ﹤0.01% 2597
2021
Q4 		$3K Sell
24
-397
-94% -$27.4K ﹤0.01% 2712
2021
Q3 		$33K Sell
421
-32
-7% -$2.41K ﹤0.01% 1767
2021
Q2 		$38K Buy
453
+32
+8% +$2.62K ﹤0.01% 1646
2021
Q1 		$34K Sell
421
-8
-2% -$848 ﹤0.01% 1614
2020
Q4 		$51K Sell
429
-946
-69% -$119K ﹤0.01% 1438
2020
Q3 		$154K Buy
1,375
+480
+54% +$65.3K 0.01% 800
2020
Q2 		$143K Sell
895
-22
-2% -$2.85K 0.01% 793
2020
Q1 		$94K Buy
917
+191
+26% +$23.7K 0.01% 851
2019
Q4 		$76K Buy
726
+122
+20% +$12.4K 0.01% 1081
2019
Q3 		$65K Buy
+604
New +$74.9K ﹤0.01% 1252
2019
Q1 		$31K Hold
365
– – ﹤0.01% 1170
2018
Q4 		$21K Hold
365
– – ﹤0.01% 2119
2018
Q3 		$21K Hold
365
– – ﹤0.01% 2437
2018
Q2 		$14K Buy
+365
New +$12.7K ﹤0.01% 2710

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
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
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
OPFM
Optimus Prime Fund Management Grand Cayman, Cayman Islands $1.04B AUM 9.64% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

IFP Advisors's AYX Position: Q3 2023 in Review

IFP Advisors sold out of Alteryx Inc (AYX) in Q3 2023, closing a stake of 136 shares — an estimated $6.17K sold.

IFP Advisors first reported a position in AYX in Q2 2018 and held it in 20 quarters. The position peaked at $154K in Q3 2020. 276 funds tracked by Wall St. Rank hold AYX as of Q3 2023.

  • IFP Advisors reported no remaining Alteryx Inc position as of Q3 2023 after selling out during the quarter.
  • IFP Advisors sold 136 Alteryx Inc shares in Q3 2023, an estimated $6.17K.
  • IFP Advisors first reported a position in Alteryx Inc in Q2 2018 and held it in 20 quarters.
  • IFP Advisors's Alteryx Inc position peaked at $154K in Q3 2020.
  • 276 funds tracked by Wall St. Rank held Alteryx Inc as of Q3 2023.

Based on IFP Advisors's 13F filing for Q3 2023, filed 12 Oct 2023.