LWANC
AYX

Laurel Wealth Advisors (North Carolina)’s Alteryx Inc AYX Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2020
Q2 		– Sell
-30
Closed -$3K – 545
2020
Q1 		$3K Hold
30
– – ﹤0.01% 457
2019
Q4 		$3K Buy
+30
New +$3.05K ﹤0.01% 485

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BCM
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
Morgan Stanley
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BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s AYX Position: Q2 2020 in Review

Laurel Wealth Advisors (North Carolina) sold out of Alteryx Inc (AYX) in Q2 2020, closing a stake of 30 shares — an estimated $3K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in AYX in Q4 2019 and held it in 2 quarters. The position peaked at $3K in Q1 2020. 384 funds tracked by Wall St. Rank hold AYX as of Q2 2020.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Alteryx Inc position as of Q2 2020 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 30 Alteryx Inc shares in Q2 2020, an estimated $3K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Alteryx Inc in Q4 2019 and held it in 2 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Alteryx Inc position peaked at $3K in Q1 2020.
  • 384 funds tracked by Wall St. Rank held Alteryx Inc as of Q2 2020.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2020, filed 6 Aug 2020.