JP Morgan Private Wealth Advisors’s Alteryx Inc AYX Stock Holding History

JP Morgan Private Wealth 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
2021 Q1	–	Sell	-68,461	Closed	-$8.34M	–	1810
2020 Q4	$8.34M	Sell	68,461 -3,566	-5%	-$449K	0.03%	388
2020 Q3	$8.18M	Buy	+72,027	New	+$9.81M	0.03%	354
2020 Q2	–	Sell	-11,058	Closed	-$1.05M	–	1606
2020 Q1	$1.05M	Buy	11,058 +7,243	+190%	+$900K	0.01%	699
2019 Q4	$382K	Buy	+3,815	New	+$388K	﹤0.01%	1140
2019 Q3	–	Sell	-4,762	Closed	-$520K	–	1495
2019 Q2	$520K	Sell	4,762 -3,432	-42%	-$312K	﹤0.01%	969
2019 Q1	$687K	Buy	+8,194	New	+$592K	﹤0.01%	906

Other funds holding AYX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JP Morgan Private Wealth Advisors's AYX Position: Q1 2021 in Review

JP Morgan Private Wealth Advisors sold out of Alteryx Inc (AYX) in Q1 2021, closing a stake of 68,461 shares — an estimated $8.34M sold.

JP Morgan Private Wealth Advisors first reported a position in AYX in Q1 2019 and held it in 6 quarters. The position peaked at $8.34M in Q4 2020. 341 funds tracked by Wall St. Rank hold AYX as of Q1 2021.

JP Morgan Private Wealth Advisors reported no remaining Alteryx Inc position as of Q1 2021 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 68,461 Alteryx Inc shares in Q1 2021, an estimated $8.34M.
JP Morgan Private Wealth Advisors first reported a position in Alteryx Inc in Q1 2019 and held it in 6 quarters.
JP Morgan Private Wealth Advisors's Alteryx Inc position peaked at $8.34M in Q4 2020.
341 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2021.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2021, filed 14 May 2021.