JCM
AYX

Jacobi Capital Management’s Alteryx Inc AYX Stock Holding History

Jacobi Capital 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
Q4 		– Sell
-35
Closed -$4K – 1389
2020
Q3 		$4K Buy
+35
New +$4.76K ﹤0.01% 1007

Other funds holding AYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

Jacobi Capital Management's AYX Position: Q4 2020 in Review

Jacobi Capital Management sold out of Alteryx Inc (AYX) in Q4 2020, closing a stake of 35 shares — an estimated $4K sold.

Jacobi Capital Management first reported a position in AYX in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 383 funds tracked by Wall St. Rank hold AYX as of Q4 2020.

  • Jacobi Capital Management reported no remaining Alteryx Inc position as of Q4 2020 after selling out during the quarter.
  • Jacobi Capital Management sold 35 Alteryx Inc shares in Q4 2020, an estimated $4K.
  • Jacobi Capital Management first reported a position in Alteryx Inc in Q3 2020 and held it in 1 quarter.
  • Jacobi Capital Management's Alteryx Inc position peaked at $4K in Q3 2020.
  • 383 funds tracked by Wall St. Rank held Alteryx Inc as of Q4 2020.

Based on Jacobi Capital Management's 13F filing for Q4 2020, filed 8 Feb 2021.