ISWM
AYX

Independent Solutions Wealth Management’s Alteryx Inc AYX Stock Holding History

Independent Solutions 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
2023
Q3 		– Sell
-4,861
Closed -$221K – 231
2023
Q2 		$221K Sell
4,861
-211
-4% -$9.24K 0.06% 205
2023
Q1 		$298K Sell
5,072
-33
-0.6% -$1.92K 0.09% 162
2022
Q4 		$259K Sell
5,105
-9
-0.2% -$429 0.08% 181
2022
Q3 		$286K Hold
5,114
– – 0.09% 163
2022
Q2 		$248K Sell
5,114
-124
-2% -$7.42K 0.08% 182
2022
Q1 		$375K Sell
5,238
-797
-13% -$47.1K 0.09% 154
2021
Q4 		$365K Sell
6,035
-8,493
-58% -$587K 0.09% 165
2021
Q3 		$1.06M Sell
14,528
-17
-0.1% -$1.28K 0.26% 88
2021
Q2 		$1.25M Buy
14,545
+1,321
+10% +$108K 0.3% 82
2021
Q1 		$1.1M Buy
13,224
+2,274
+21% +$241K 0.3% 75
2020
Q4 		$1.33M Sell
10,950
-481
-4% -$60.6K 0.42% 55
2020
Q3 		$1.3M Sell
11,431
-410
-3% -$55.8K 0.5% 48
2020
Q2 		$1.95M Buy
11,841
+839
+8% +$109K 0.83% 29
2020
Q1 		$1.05M Buy
11,002
+61
+0.6% +$7.58K 0.58% 37
2019
Q4 		$1.09M Buy
+10,941
New +$1.11M 0.48% 38

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

Independent Solutions Wealth Management's AYX Position: Q3 2023 in Review

Independent Solutions Wealth Management sold out of Alteryx Inc (AYX) in Q3 2023, closing a stake of 4,861 shares — an estimated $221K sold.

Independent Solutions Wealth Management first reported a position in AYX in Q4 2019 and held it in 15 quarters. The position peaked at $1.95M in Q2 2020. 276 funds tracked by Wall St. Rank hold AYX as of Q3 2023.

  • Independent Solutions Wealth Management reported no remaining Alteryx Inc position as of Q3 2023 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 4,861 Alteryx Inc shares in Q3 2023, an estimated $221K.
  • Independent Solutions Wealth Management first reported a position in Alteryx Inc in Q4 2019 and held it in 15 quarters.
  • Independent Solutions Wealth Management's Alteryx Inc position peaked at $1.95M in Q2 2020.
  • 276 funds tracked by Wall St. Rank held Alteryx Inc as of Q3 2023.

Based on Independent Solutions Wealth Management's 13F filing for Q3 2023, filed 19 Dec 2024.