Ken Fisher
AYX

Ken Fisher’s Alteryx Inc AYX Stock Holding History

Ken Fisher’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
2023
Q4 		– Sell
-154,854
Closed -$5.84M – 1144
2023
Q3 		$5.84M Sell
154,854
-243
-0.2% -$8.71K ﹤0.01% 503
2023
Q2 		$7.04M Sell
155,097
-5,172
-3% -$227K ﹤0.01% 499
2023
Q1 		$9.43M Sell
160,269
-216
-0.1% -$12.6K 0.01% 457
2022
Q4 		$8.13M Sell
160,485
-9,336
-5% -$446K 0.01% 472
2022
Q3 		$9.48M Sell
169,821
-10,397
-6% -$610K 0.01% 405
2022
Q2 		$8.73M Buy
180,218
+3,029
+2% +$181K 0.01% 368
2022
Q1 		$12.7M Buy
177,189
+9,521
+6% +$562K 0.01% 358
2021
Q4 		$10.1M Buy
167,668
+28,431
+20% +$1.96M 0.01% 389
2021
Q3 		$10.2M Buy
139,237
+10,804
+8% +$813K 0.01% 371
2021
Q2 		$11M Buy
128,433
+1,042
+0.8% +$85.2K 0.01% 364
2021
Q1 		$10.6M Buy
127,391
+9,930
+8% +$1.05M 0.01% 361
2020
Q4 		$14.3M Sell
117,461
-2,853
-2% -$360K 0.01% 328
2020
Q3 		$13.7M Sell
120,314
-11,984
-9% -$1.63M 0.01% 310
2020
Q2 		$21.7M Buy
132,298
+11,541
+10% +$1.5M 0.02% 269
2020
Q1 		$11.5M Sell
120,757
-5,088
-4% -$632K 0.01% 294
2019
Q4 		$12.6M Buy
125,845
+35,601
+39% +$3.62M 0.01% 328
2019
Q3 		$9.7M Buy
+90,244
New +$11.2M 0.01% 365

Other funds holding AYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Ken Fisher's AYX Position: Q4 2023 in Review

Ken Fisher sold out of Alteryx Inc (AYX) in Q4 2023, closing a stake of 154,854 shares — an estimated $5.84M sold.

Ken Fisher first reported a position in AYX in Q3 2019 and held it in 17 quarters. The position peaked at $21.7M in Q2 2020. 268 funds tracked by Wall St. Rank hold AYX as of Q4 2023.

  • Ken Fisher reported no remaining Alteryx Inc position as of Q4 2023 after selling out during the quarter.
  • Ken Fisher sold 154,854 Alteryx Inc shares in Q4 2023, an estimated $5.84M.
  • Ken Fisher first reported a position in Alteryx Inc in Q3 2019 and held it in 17 quarters.
  • Ken Fisher's Alteryx Inc position peaked at $21.7M in Q2 2020.
  • 268 funds tracked by Wall St. Rank held Alteryx Inc as of Q4 2023.

Based on Fisher Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.