IWS
AYX

Insight Wealth Strategies’s Alteryx Inc AYX Stock Holding History

Insight Wealth Strategies’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
2020
Q1 		– Sell
-3,382
Closed -$338K – 201
2019
Q4 		$338K Buy
+3,382
New +$344K 0.07% 163

Other funds holding AYX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Insight Wealth Strategies's AYX Position: Q1 2020 in Review

Insight Wealth Strategies sold out of Alteryx Inc (AYX) in Q1 2020, closing a stake of 3,382 shares — an estimated $338K sold.

Insight Wealth Strategies first reported a position in AYX in Q4 2019 and held it in 1 quarter. The position peaked at $338K in Q4 2019. 322 funds tracked by Wall St. Rank hold AYX as of Q1 2020.

  • Insight Wealth Strategies reported no remaining Alteryx Inc position as of Q1 2020 after selling out during the quarter.
  • Insight Wealth Strategies sold 3,382 Alteryx Inc shares in Q1 2020, an estimated $338K.
  • Insight Wealth Strategies first reported a position in Alteryx Inc in Q4 2019 and held it in 1 quarter.
  • Insight Wealth Strategies's Alteryx Inc position peaked at $338K in Q4 2019.
  • 322 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2020.

Based on Insight Wealth Strategies's 13F filing for Q1 2020, filed 21 Apr 2020.