IA
AYX

Inspire Advisors’s Alteryx Inc AYX Stock Holding History

Inspire 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
2024
Q1 		– Sell
-4,880
Closed -$230K – 432
2023
Q4 		$230K Sell
4,880
-7,847
-62% -$305K 0.03% 271
2023
Q3 		$480K Buy
+12,727
New +$456K 0.08% 137

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

Inspire Advisors's AYX Position: Q1 2024 in Review

Inspire Advisors sold out of Alteryx Inc (AYX) in Q1 2024, closing a stake of 4,880 shares — an estimated $230K sold.

Inspire Advisors first reported a position in AYX in Q3 2023 and held it in 2 quarters. The position peaked at $480K in Q3 2023. 3 funds tracked by Wall St. Rank hold AYX as of Q1 2024.

  • Inspire Advisors reported no remaining Alteryx Inc position as of Q1 2024 after selling out during the quarter.
  • Inspire Advisors sold 4,880 Alteryx Inc shares in Q1 2024, an estimated $230K.
  • Inspire Advisors first reported a position in Alteryx Inc in Q3 2023 and held it in 2 quarters.
  • Inspire Advisors's Alteryx Inc position peaked at $480K in Q3 2023.
  • 3 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2024.

Based on Inspire Advisors's 13F filing for Q1 2024, filed 7 May 2024.