KA
AYX

Kozak & Associates’s Alteryx Inc AYX Stock Holding History

Kozak & Associates’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
2024
Q1 		– Sell
-147
Closed -$6.96K – 439
2023
Q4 		$6.96K Hold
147
– – ﹤0.01% 259
2023
Q3 		$5.48K Hold
147
– – ﹤0.01% 275
2023
Q2 		$6.65K Hold
147
– – ﹤0.01% 257
2023
Q1 		$8.65K Hold
147
– – ﹤0.01% 238
2022
Q4 		$7K Hold
147
– – ﹤0.01% 257
2022
Q3 		$7K Hold
147
– – ﹤0.01% 255
2022
Q2 		$7K Buy
147
+45
+44% +$2.69K ﹤0.01% 272
2022
Q1 		$6K Hold
102
– – ﹤0.01% 303
2021
Q4 		$6K Hold
102
– – ﹤0.01% 303
2021
Q3 		$7K Buy
+102
New +$7.68K ﹤0.01% 265

Other funds holding AYX

SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Kozak & Associates's AYX Position: Q1 2024 in Review

Kozak & Associates sold out of Alteryx Inc (AYX) in Q1 2024, closing a stake of 147 shares — an estimated $6.96K sold.

Kozak & Associates first reported a position in AYX in Q3 2021 and held it in 10 quarters. The position peaked at $8.65K in Q1 2023. 3 funds tracked by Wall St. Rank hold AYX as of Q1 2024.

  • Kozak & Associates reported no remaining Alteryx Inc position as of Q1 2024 after selling out during the quarter.
  • Kozak & Associates sold 147 Alteryx Inc shares in Q1 2024, an estimated $6.96K.
  • Kozak & Associates first reported a position in Alteryx Inc in Q3 2021 and held it in 10 quarters.
  • Kozak & Associates's Alteryx Inc position peaked at $8.65K in Q1 2023.
  • 3 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2024.

Based on Kozak & Associates's 13F filing for Q1 2024, filed 17 May 2024.