LFG
AYX

Larson Financial Group’s Alteryx Inc AYX Stock Holding History

Larson Financial Group’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
-74
Closed -$2.79K – 1919
2023
Q3 		$2.79K Hold
74
– – ﹤0.01% 1286
2023
Q2 		$3.36K Hold
74
– – ﹤0.01% 1179
2023
Q1 		$4.35K Sell
74
-17
-19% -$991 ﹤0.01% 1111
2022
Q4 		$4.61K Buy
91
+17
+23% +$811 ﹤0.01% 1052
2022
Q3 		$4K Buy
+74
New +$4.34K ﹤0.01% 1020
2020
Q4 		– Sell
-174
Closed -$20K – 876
2020
Q3 		$20K Hold
174
– – 0.01% 332
2020
Q2 		$29K Buy
+174
New +$22.6K 0.01% 247

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

Larson Financial Group's AYX Position: Q4 2023 in Review

Larson Financial Group sold out of Alteryx Inc (AYX) in Q4 2023, closing a stake of 74 shares — an estimated $2.79K sold.

Larson Financial Group first reported a position in AYX in Q2 2020 and held it in 7 quarters. The position peaked at $29K in Q2 2020. 268 funds tracked by Wall St. Rank hold AYX as of Q4 2023.

  • Larson Financial Group reported no remaining Alteryx Inc position as of Q4 2023 after selling out during the quarter.
  • Larson Financial Group sold 74 Alteryx Inc shares in Q4 2023, an estimated $2.79K.
  • Larson Financial Group first reported a position in Alteryx Inc in Q2 2020 and held it in 7 quarters.
  • Larson Financial Group's Alteryx Inc position peaked at $29K in Q2 2020.
  • 268 funds tracked by Wall St. Rank held Alteryx Inc as of Q4 2023.

Based on Larson Financial Group's 13F filing for Q4 2023, filed 1 Feb 2024.