KMWM
AYX

Keudell/Morrison Wealth Management’s Alteryx Inc AYX Stock Holding History

Keudell/Morrison Wealth 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
2021
Q4 		– Sell
-3,450
Closed -$252K – 203
2021
Q3 		$252K Hold
3,450
– – 0.11% 150
2021
Q2 		$297K Hold
3,450
– – 0.16% 138
2021
Q1 		$286K Hold
3,450
– – 0.17% 133
2020
Q4 		$420K Buy
3,450
+609
+21% +$76.8K 0.27% 102
2020
Q3 		$323K Buy
+2,841
New +$387K 0.21% 111

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
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 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
Alkeon Capital Management
Alkeon Capital Management New York $59.5B 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 $618B AUM 30.34% 1-Year Est. Return

Keudell/Morrison Wealth Management's AYX Position: Q4 2021 in Review

Keudell/Morrison Wealth Management sold out of Alteryx Inc (AYX) in Q4 2021, closing a stake of 3,450 shares — an estimated $252K sold.

Keudell/Morrison Wealth Management first reported a position in AYX in Q3 2020 and held it in 5 quarters. The position peaked at $420K in Q4 2020. 284 funds tracked by Wall St. Rank hold AYX as of Q4 2021.

  • Keudell/Morrison Wealth Management reported no remaining Alteryx Inc position as of Q4 2021 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 3,450 Alteryx Inc shares in Q4 2021, an estimated $252K.
  • Keudell/Morrison Wealth Management first reported a position in Alteryx Inc in Q3 2020 and held it in 5 quarters.
  • Keudell/Morrison Wealth Management's Alteryx Inc position peaked at $420K in Q4 2020.
  • 284 funds tracked by Wall St. Rank held Alteryx Inc as of Q4 2021.

Based on Keudell/Morrison Wealth Management's 13F filing for Q4 2021, filed 8 Feb 2022.