IFAM
AYX

Institutional & Family Asset Management’s Alteryx Inc AYX Stock Holding History

Institutional & Family Asset 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
2020
Q3 		– Sell
-30
Closed -$5K – 915
2020
Q2 		$5K Buy
+30
New +$3.89K ﹤0.01% 591
2019
Q4 		– Sell
-18
Closed -$2K – 905
2019
Q3 		$2K Sell
18
-16
-47% -$1.99K ﹤0.01% 741
2019
Q2 		$4K Sell
34
-149
-81% -$13.6K ﹤0.01% 640
2019
Q1 		$15K Buy
+183
New +$13.2K ﹤0.01% 456

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
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Institutional & Family Asset Management's AYX Position: Q3 2020 in Review

Institutional & Family Asset Management sold out of Alteryx Inc (AYX) in Q3 2020, closing a stake of 30 shares — an estimated $5K sold.

Institutional & Family Asset Management first reported a position in AYX in Q1 2019 and held it in 4 quarters. The position peaked at $15K in Q1 2019. 366 funds tracked by Wall St. Rank hold AYX as of Q3 2020.

  • Institutional & Family Asset Management reported no remaining Alteryx Inc position as of Q3 2020 after selling out during the quarter.
  • Institutional & Family Asset Management sold 30 Alteryx Inc shares in Q3 2020, an estimated $5K.
  • Institutional & Family Asset Management first reported a position in Alteryx Inc in Q1 2019 and held it in 4 quarters.
  • Institutional & Family Asset Management's Alteryx Inc position peaked at $15K in Q1 2019.
  • 366 funds tracked by Wall St. Rank held Alteryx Inc as of Q3 2020.

Based on Institutional & Family Asset Management's 13F filing for Q3 2020, filed 30 Oct 2020.