Ladenburg Thalmann Financial Services’s Alteryx Inc AYX Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$1.05M	Buy	10,698 +1,479	+16%	+$150K	0.01%	1256
2019 Q3	$991K	Buy	9,219 +4,959	+116%	+$615K	0.01%	1251
2019 Q2	$463K	Buy	4,260 +3,020	+244%	+$275K	﹤0.01%	1814
2019 Q1	$104K	Sell	1,240 -507	-29%	-$36.6K	﹤0.01%	2855
2018 Q4	$104K	Sell	1,747 -272	-13%	-$14.8K	﹤0.01%	2727
2018 Q3	$116K	Sell	2,019 -350	-15%	-$17.8K	﹤0.01%	2710
2018 Q2	$80K	Hold	2,369	–	–	﹤0.01%	2910
2018 Q1	$80K	Buy	2,369 +2,270	+2,293%	+$70.7K	﹤0.01%	2910
2017 Q4	$3K	Hold	99	–	–	﹤0.01%	4716
2017 Q3	$2K	Hold	99	–	–	﹤0.01%	4709
2017 Q2	$2K	Buy	+99	New	+$1.78K	﹤0.01%	4634

Other funds holding AYX

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

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

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

ACA

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Ladenburg Thalmann Financial Services's AYX Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Alteryx Inc (AYX) stake by 16% in Q4 2019, buying an estimated $150K and bringing the position to 10,698 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #1256.

Ladenburg Thalmann Financial Services first reported a position in AYX in Q2 2017 and has held it in 11 quarters since. 309 funds tracked by Wall St. Rank hold AYX as of Q4 2019.

Ladenburg Thalmann Financial Services held 10,698 shares of Alteryx Inc worth $1.05M as of Q4 2019.
Ladenburg Thalmann Financial Services bought 1,479 Alteryx Inc shares in Q4 2019, an estimated $150K.
Alteryx Inc made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1256 holding.
Ladenburg Thalmann Financial Services first reported a position in Alteryx Inc in Q2 2017 and has held it in 11 quarters since.
309 funds tracked by Wall St. Rank held Alteryx Inc as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.