IP
AYX

Intellectus Partners’s Alteryx Inc AYX Stock Holding History

Intellectus Partners’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
2021
Q4 		– Sell
-3,175
Closed -$232K – 298
2021
Q3 		$232K Sell
3,175
-200
-6% -$15.1K 0.06% 246
2021
Q2 		$290K Buy
3,375
+200
+6% +$16.4K 0.07% 236
2021
Q1 		$263K Buy
3,175
+1,175
+59% +$124K 0.07% 223
2020
Q4 		$244K Buy
+2,000
New +$252K 0.07% 211
2019
Q2 		– Sell
-500
Closed -$42K – 418
2019
Q1 		$42K Buy
+500
New +$36.1K 0.02% 266

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BCM
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BlackRock
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Mackenzie Financial
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Alkeon Capital Management
Alkeon Capital Management New York $22.1B AUM 51.63% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LFDLE
La Financiere de L'Echiquier Paris, France $2.29B AUM 37.29% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return