MSFP
AYX

Mark Sheptoff Financial Planning’s Alteryx Inc AYX Stock Holding History

Mark Sheptoff Financial Planning’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
2020
Q1 		– Sell
-100
Closed -$10K – 386
2019
Q4 		$10K Buy
+100
New +$10.2K 0.01% 285
2018
Q4 		– Sell
-135
Closed -$8K – 372
2018
Q3 		$8K Buy
+135
New +$6.88K 0.01% 308

Other funds holding AYX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Mark Sheptoff Financial Planning's AYX Position: Q1 2020 in Review

Mark Sheptoff Financial Planning sold out of Alteryx Inc (AYX) in Q1 2020, closing a stake of 100 shares — an estimated $10K sold.

Mark Sheptoff Financial Planning first reported a position in AYX in Q3 2018 and held it in 2 quarters. The position peaked at $10K in Q4 2019. 322 funds tracked by Wall St. Rank hold AYX as of Q1 2020.

  • Mark Sheptoff Financial Planning reported no remaining Alteryx Inc position as of Q1 2020 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 100 Alteryx Inc shares in Q1 2020, an estimated $10K.
  • Mark Sheptoff Financial Planning first reported a position in Alteryx Inc in Q3 2018 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's Alteryx Inc position peaked at $10K in Q4 2019.
  • 322 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2020.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2020, filed 7 May 2020.