Newbridge Financial Services Group’s Alteryx Inc AYX Stock Holding History

Newbridge Financial Services 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
2023 Q4	–	Sell	-86	Closed	-$3.24K	–	1355
2023 Q3	$3.24K	Hold	86	–	–	﹤0.01%	1017
2023 Q2	$3.9K	Hold	86	–	–	﹤0.01%	1050
2023 Q1	$5.06K	Hold	86	–	–	﹤0.01%	1066
2022 Q4	$4.36K	Hold	86	–	–	﹤0.01%	1091
2022 Q3	$5K	Hold	86	–	–	﹤0.01%	1065
2022 Q2	$4K	Hold	86	–	–	﹤0.01%	1081
2022 Q1	$6K	Hold	86	–	–	﹤0.01%	1081
2021 Q4	$5K	Hold	86	–	–	﹤0.01%	1098
2021 Q3	$6K	Hold	86	–	–	﹤0.01%	993
2021 Q2	$7K	Hold	86	–	–	﹤0.01%	1062
2021 Q1	$7K	Buy	+86	New	+$9.11K	0.01%	991

Other funds holding AYX

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

BCM

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

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Newbridge Financial Services Group's AYX Position: Q4 2023 in Review

Newbridge Financial Services Group sold out of Alteryx Inc (AYX) in Q4 2023, closing a stake of 86 shares — an estimated $3.24K sold.

Newbridge Financial Services Group first reported a position in AYX in Q1 2021 and held it in 11 quarters. The position peaked at $7K in Q2 2021. 268 funds tracked by Wall St. Rank hold AYX as of Q4 2023.

Newbridge Financial Services Group reported no remaining Alteryx Inc position as of Q4 2023 after selling out during the quarter.
Newbridge Financial Services Group sold 86 Alteryx Inc shares in Q4 2023, an estimated $3.24K.
Newbridge Financial Services Group first reported a position in Alteryx Inc in Q1 2021 and held it in 11 quarters.
Newbridge Financial Services Group's Alteryx Inc position peaked at $7K in Q2 2021.
268 funds tracked by Wall St. Rank held Alteryx Inc as of Q4 2023.

Based on Newbridge Financial Services Group's 13F filing for Q4 2023, filed 28 Mar 2024.