Left Brain Wealth Management’s Alteryx Inc AYX Stock Holding History

Left Brain 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
2023 Q3	–	Sell	-43,689	Closed	-$1.98M	–	84
2023 Q2	$1.98M	Sell	43,689 -3,210	-7%	-$141K	1.21%	31
2023 Q1	$1.93M	Buy	46,899 +36,998	+374%	+$2.16M	1.31%	28
2022 Q4	$502K	Buy	+9,901	New	+$472K	0.38%	51

Other funds holding AYX

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

OPFM

Optimus Prime Fund Management Grand Cayman, Cayman Islands $1.04B AUM 9.64% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

NSGL

No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Left Brain Wealth Management's AYX Position: Q3 2023 in Review

Left Brain Wealth Management sold out of Alteryx Inc (AYX) in Q3 2023, closing a stake of 43,689 shares — an estimated $1.98M sold.

Left Brain Wealth Management first reported a position in AYX in Q4 2022 and held it in 3 quarters. The position peaked at $1.98M in Q2 2023. 276 funds tracked by Wall St. Rank hold AYX as of Q3 2023.

Left Brain Wealth Management reported no remaining Alteryx Inc position as of Q3 2023 after selling out during the quarter.
Left Brain Wealth Management sold 43,689 Alteryx Inc shares in Q3 2023, an estimated $1.98M.
Left Brain Wealth Management first reported a position in Alteryx Inc in Q4 2022 and held it in 3 quarters.
Left Brain Wealth Management's Alteryx Inc position peaked at $1.98M in Q2 2023.
276 funds tracked by Wall St. Rank held Alteryx Inc as of Q3 2023.

Based on Left Brain Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.