MLFP
AYX

MPS Loria Financial Planners’s Alteryx Inc AYX Stock Holding History

MPS Loria Financial Planners’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
-100
Closed -$11K – 647
2020
Q4 		$11K Hold
100
– – ﹤0.01% 287
2020
Q3 		$11K Hold
100
– – 0.01% 233
2020
Q2 		$16K Buy
+100
New +$13K 0.01% 220

Other funds holding AYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
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
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
CS
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MPS Loria Financial Planners's AYX Position: Q1 2021 in Review

MPS Loria Financial Planners sold out of Alteryx Inc (AYX) in Q1 2021, closing a stake of 100 shares — an estimated $11K sold.

MPS Loria Financial Planners first reported a position in AYX in Q2 2020 and held it in 3 quarters. The position peaked at $16K in Q2 2020. 341 funds tracked by Wall St. Rank hold AYX as of Q1 2021.

  • MPS Loria Financial Planners reported no remaining Alteryx Inc position as of Q1 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 100 Alteryx Inc shares in Q1 2021, an estimated $11K.
  • MPS Loria Financial Planners first reported a position in Alteryx Inc in Q2 2020 and held it in 3 quarters.
  • MPS Loria Financial Planners's Alteryx Inc position peaked at $16K in Q2 2020.
  • 341 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2021.

Based on MPS Loria Financial Planners's 13F filing for Q1 2021, filed 3 May 2021.