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AYX

NewEdge Advisors’s Alteryx Inc AYX Stock Holding History

NewEdge Advisors’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
-2,024
Closed -$95.5K – 3990
2023
Q4 		$95.5K Buy
2,024
+200
+11% +$7.76K ﹤0.01% 1965
2023
Q3 		$68.7K Hold
1,824
– – ﹤0.01% 1987
2023
Q2 		$82.8K Hold
1,824
– – ﹤0.01% 1915
2023
Q1 		$107K Hold
1,824
– – ﹤0.01% 1733
2022
Q4 		$92 Buy
+1,824
New +$87K ﹤0.01% 3386
2021
Q4 		– Sell
-3,028
Closed -$221K – 1714
2021
Q3 		$221K Buy
3,028
+161
+6% +$12.1K 0.01% 1019
2021
Q2 		$247K Sell
2,867
-59
-2% -$4.83K 0.01% 975
2021
Q1 		$243K Sell
2,926
-189
-6% -$20K 0.01% 881
2020
Q4 		$379K Buy
3,115
+13
+0.4% +$1.64K 0.01% 696
2020
Q3 		$352K Buy
+3,102
New +$422K 0.01% 678

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

NewEdge Advisors's AYX Position: Q1 2024 in Review

NewEdge Advisors sold out of Alteryx Inc (AYX) in Q1 2024, closing a stake of 2,024 shares — an estimated $95.5K sold.

NewEdge Advisors first reported a position in AYX in Q3 2020 and held it in 10 quarters. The position peaked at $379K in Q4 2020. 3 funds tracked by Wall St. Rank hold AYX as of Q1 2024.

  • NewEdge Advisors reported no remaining Alteryx Inc position as of Q1 2024 after selling out during the quarter.
  • NewEdge Advisors sold 2,024 Alteryx Inc shares in Q1 2024, an estimated $95.5K.
  • NewEdge Advisors first reported a position in Alteryx Inc in Q3 2020 and held it in 10 quarters.
  • NewEdge Advisors's Alteryx Inc position peaked at $379K in Q4 2020.
  • 3 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2024.

Based on NewEdge Advisors's 13F filing for Q1 2024, filed 14 May 2024.