Loring Wolcott & Coolidge Fiduciary Advisors’s Alteryx Inc AYX Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 Q1	–	Sell	-500	Closed	-$25.3K	–	613
2022 Q4	$25.3K	Hold	500	–	–	﹤0.01%	450
2022 Q3	$28K	Hold	500	–	–	﹤0.01%	472
2022 Q2	$24K	Hold	500	–	–	﹤0.01%	492
2022 Q1	$36K	Hold	500	–	–	﹤0.01%	468
2021 Q4	$30K	Hold	500	–	–	﹤0.01%	507
2021 Q3	$37K	Hold	500	–	–	﹤0.01%	483
2021 Q2	$43K	Buy	+500	New	+$40.9K	﹤0.01%	484
2021 Q1	–	Sell	-500	Closed	-$61K	–	741
2020 Q4	$61K	Hold	500	–	–	﹤0.01%	405
2020 Q3	$57K	Hold	500	–	–	﹤0.01%	383
2020 Q2	$82K	Hold	500	–	–	﹤0.01%	330
2020 Q1	$48K	Sell	500 -500	-50%	-$62.1K	﹤0.01%	380
2019 Q4	$100K	Hold	1,000	–	–	﹤0.01%	343
2019 Q3	$107K	Hold	1,000	–	–	﹤0.01%	331
2019 Q2	$109K	Sell	1,000 -1,000	-50%	-$91K	﹤0.01%	329
2019 Q1	$168K	Hold	2,000	–	–	﹤0.01%	273
2018 Q4	$119K	Hold	2,000	–	–	﹤0.01%	305
2018 Q3	$114K	Hold	2,000	–	–	﹤0.01%	337
2018 Q2	$76K	Hold	2,000	–	–	﹤0.01%	384
2018 Q1	$68K	Hold	2,000	–	–	﹤0.01%	405
2017 Q4	$51K	Hold	2,000	–	–	﹤0.01%	432
2017 Q3	$41K	Hold	2,000	–	–	﹤0.01%	445
2017 Q2	$40K	Hold	2,000	–	–	﹤0.01%	435
2017 Q1	$31K	Buy	+2,000	New	+$30.4K	﹤0.01%	458

Other funds holding AYX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

ACM

Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's AYX Position: Q1 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Alteryx Inc (AYX) in Q1 2023, closing a stake of 500 shares — an estimated $25.3K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in AYX in Q1 2017 and held it in 23 quarters. The position peaked at $168K in Q1 2019. 302 funds tracked by Wall St. Rank hold AYX as of Q1 2023.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Alteryx Inc position as of Q1 2023 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 500 Alteryx Inc shares in Q1 2023, an estimated $25.3K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Alteryx Inc in Q1 2017 and held it in 23 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Alteryx Inc position peaked at $168K in Q1 2019.
302 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2023, filed 2 May 2023.