Marcum Wealth’s Alteryx Inc AYX Stock Holding History

Marcum Wealth’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
2021 Q2	–	Sell	-3,100	Closed	-$257K	–	358
2021 Q1	$257K	Hold	3,100	–	–	0.04%	244
2020 Q4	$378K	Buy	+3,100	New	+$391K	0.09%	85

Other funds holding AYX

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

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

BCM

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

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

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LFDLE

La Financiere de L'Echiquier Paris, France $2.29B AUM 37.29% 1-Year Est. Return

Marcum Wealth's AYX Position: Q2 2021 in Review

Marcum Wealth sold out of Alteryx Inc (AYX) in Q2 2021, closing a stake of 3,100 shares — an estimated $257K sold.

Marcum Wealth first reported a position in AYX in Q4 2020 and held it in 2 quarters. The position peaked at $378K in Q4 2020. 326 funds tracked by Wall St. Rank hold AYX as of Q2 2021.

Marcum Wealth reported no remaining Alteryx Inc position as of Q2 2021 after selling out during the quarter.
Marcum Wealth sold 3,100 Alteryx Inc shares in Q2 2021, an estimated $257K.
Marcum Wealth first reported a position in Alteryx Inc in Q4 2020 and held it in 2 quarters.
Marcum Wealth's Alteryx Inc position peaked at $378K in Q4 2020.
326 funds tracked by Wall St. Rank held Alteryx Inc as of Q2 2021.

Based on Marcum Wealth's 13F filing for Q2 2021, filed 10 Aug 2021.