Montag & Associates’s Alteryx Inc AYX Stock Holding History

Montag & Associates’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 Q1	–	Sell	-1,025	Closed	-$125K	–	897
2020 Q4	$125K	Buy	+1,025	New	+$129K	0.01%	433

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 $500M AUM 25.3% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

ACA

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Montag & Associates's AYX Position: Q1 2021 in Review

Montag & Associates sold out of Alteryx Inc (AYX) in Q1 2021, closing a stake of 1,025 shares — an estimated $125K sold.

Montag & Associates first reported a position in AYX in Q4 2020 and held it in 1 quarter. The position peaked at $125K in Q4 2020. 341 funds tracked by Wall St. Rank hold AYX as of Q1 2021.

Montag & Associates reported no remaining Alteryx Inc position as of Q1 2021 after selling out during the quarter.
Montag & Associates sold 1,025 Alteryx Inc shares in Q1 2021, an estimated $125K.
Montag & Associates first reported a position in Alteryx Inc in Q4 2020 and held it in 1 quarter.
Montag & Associates's Alteryx Inc position peaked at $125K in Q4 2020.
341 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2021.

Based on Montag & Associates's 13F filing for Q1 2021, filed 14 May 2021.