LPL Financial
AYX

LPL Financial’s Alteryx Inc AYX Stock Holding History

LPL Financial’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
2024
Q1 		– Sell
-5,752
Closed -$271K – 5062
2023
Q4 		$271K Sell
5,752
-6,874
-54% -$267K ﹤0.01% 4169
2023
Q3 		$476K Buy
12,626
+3,396
+37% +$122K ﹤0.01% 3529
2023
Q2 		$419K Sell
9,230
-10,815
-54% -$474K ﹤0.01% 3579
2023
Q1 		$1.18M Buy
20,045
+11,579
+137% +$675K ﹤0.01% 2621
2022
Q4 		$429K Sell
8,466
-470
-5% -$22.4K ﹤0.01% 3394
2022
Q3 		$499K Buy
8,936
+711
+9% +$41.7K ﹤0.01% 3160
2022
Q2 		$398K Sell
8,225
-1,502
-15% -$89.9K ﹤0.01% 3395
2022
Q1 		$696K Sell
9,727
-960
-9% -$56.7K ﹤0.01% 2921
2021
Q4 		$647K Sell
10,687
-5,418
-34% -$374K ﹤0.01% 3056
2021
Q3 		$1.18M Sell
16,105
-36,308
-69% -$2.73M ﹤0.01% 2487
2021
Q2 		$4.51M Buy
52,413
+7,156
+16% +$585K ﹤0.01% 1416
2021
Q1 		$3.75M Sell
45,257
-9,547
-17% -$1.01M ﹤0.01% 1412
2020
Q4 		$6.67M Buy
54,804
+11,053
+25% +$1.39M 0.01% 954
2020
Q3 		$4.97M Buy
43,751
+13,625
+45% +$1.85M 0.01% 963
2020
Q2 		$4.95M Buy
30,126
+2,188
+8% +$284K 0.01% 887
2020
Q1 		$2.66M Buy
27,938
+5,659
+25% +$703K 0.01% 1032
2019
Q4 		$2.23M Buy
22,279
+13,136
+144% +$1.33M ﹤0.01% 1285
2019
Q3 		$982K Sell
9,143
-3,255
-26% -$404K ﹤0.01% 1759
2019
Q2 		$1.35M Buy
12,398
+7,125
+135% +$648K ﹤0.01% 1510
2019
Q1 		$442K Buy
+5,273
New +$381K ﹤0.01% 2327
2018
Q4 		– Sell
-3,909
Closed -$224K – 3273
2018
Q3 		$224K Buy
+3,909
New +$199K ﹤0.01% 2909

Other funds holding AYX

SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

LPL Financial's AYX Position: Q1 2024 in Review

LPL Financial sold out of Alteryx Inc (AYX) in Q1 2024, closing a stake of 5,752 shares — an estimated $271K sold.

LPL Financial first reported a position in AYX in Q3 2018 and held it in 21 quarters. The position peaked at $6.67M in Q4 2020. 3 funds tracked by Wall St. Rank hold AYX as of Q1 2024.

  • LPL Financial reported no remaining Alteryx Inc position as of Q1 2024 after selling out during the quarter.
  • LPL Financial sold 5,752 Alteryx Inc shares in Q1 2024, an estimated $271K.
  • LPL Financial first reported a position in Alteryx Inc in Q3 2018 and held it in 21 quarters.
  • LPL Financial's Alteryx Inc position peaked at $6.67M in Q4 2020.
  • 3 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2024.

Based on LPL Financial's 13F filing for Q1 2024, filed 10 May 2024.