Level Four Advisory Services’s Alteryx Inc AYX Stock Holding History

Level Four Advisory 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
2023 Q2	–	Sell	-9,219	Closed	-$542K	–	858
2023 Q1	$542K	Buy	+9,219	New	+$537K	0.04%	405
2022 Q4	–	Sell	-9,610	Closed	-$537K	–	721
2022 Q3	$537K	Buy	9,610 +1,347	+16%	+$79K	0.05%	299
2022 Q2	$400K	Buy	+8,263	New	+$494K	0.04%	381

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

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

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

HRCM

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

BCM

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

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

Level Four Advisory Services's AYX Position: Q2 2023 in Review

Level Four Advisory Services sold out of Alteryx Inc (AYX) in Q2 2023, closing a stake of 9,219 shares — an estimated $542K sold.

Level Four Advisory Services first reported a position in AYX in Q2 2022 and held it in 3 quarters. The position peaked at $542K in Q1 2023. 255 funds tracked by Wall St. Rank hold AYX as of Q2 2023.

Level Four Advisory Services reported no remaining Alteryx Inc position as of Q2 2023 after selling out during the quarter.
Level Four Advisory Services sold 9,219 Alteryx Inc shares in Q2 2023, an estimated $542K.
Level Four Advisory Services first reported a position in Alteryx Inc in Q2 2022 and held it in 3 quarters.
Level Four Advisory Services's Alteryx Inc position peaked at $542K in Q1 2023.
255 funds tracked by Wall St. Rank held Alteryx Inc as of Q2 2023.

Based on Level Four Advisory Services's 13F filing for Q2 2023, filed 10 Jul 2023.