NWMG
AYX

National Wealth Management Group’s Alteryx Inc AYX Stock Holding History

National Wealth Management Group’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
-7,080
Closed -$334K – 162
2023
Q4 		$334K Buy
+7,080
New +$275K 0.32% 95

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

National Wealth Management Group's AYX Position: Q1 2024 in Review

National Wealth Management Group sold out of Alteryx Inc (AYX) in Q1 2024, closing a stake of 7,080 shares — an estimated $334K sold.

National Wealth Management Group first reported a position in AYX in Q4 2023 and held it in 1 quarter. The position peaked at $334K in Q4 2023. 3 funds tracked by Wall St. Rank hold AYX as of Q1 2024.

  • National Wealth Management Group reported no remaining Alteryx Inc position as of Q1 2024 after selling out during the quarter.
  • National Wealth Management Group sold 7,080 Alteryx Inc shares in Q1 2024, an estimated $334K.
  • National Wealth Management Group first reported a position in Alteryx Inc in Q4 2023 and held it in 1 quarter.
  • National Wealth Management Group's Alteryx Inc position peaked at $334K in Q4 2023.
  • 3 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2024.

Based on National Wealth Management Group's 13F filing for Q1 2024, filed 17 May 2024.