NC
AYX

NewSquare Capital’s Alteryx Inc AYX Stock Holding History

NewSquare Capital’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
Q3 		– Sell
-6
Closed -$272 – 929
2023
Q2 		$272 Hold
6
– – ﹤0.01% 740
2023
Q1 		$353 Hold
6
– – ﹤0.01% 743
2022
Q4 		$304 Buy
+6
New +$286 ﹤0.01% 700

Other funds holding AYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
OPFM
Optimus Prime Fund Management Grand Cayman, Cayman Islands $1.04B AUM 9.64% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

NewSquare Capital's AYX Position: Q3 2023 in Review

NewSquare Capital sold out of Alteryx Inc (AYX) in Q3 2023, closing a stake of 6 shares — an estimated $272 sold.

NewSquare Capital first reported a position in AYX in Q4 2022 and held it in 3 quarters. The position peaked at $353 in Q1 2023. 276 funds tracked by Wall St. Rank hold AYX as of Q3 2023.

  • NewSquare Capital reported no remaining Alteryx Inc position as of Q3 2023 after selling out during the quarter.
  • NewSquare Capital sold 6 Alteryx Inc shares in Q3 2023, an estimated $272.
  • NewSquare Capital first reported a position in Alteryx Inc in Q4 2022 and held it in 3 quarters.
  • NewSquare Capital's Alteryx Inc position peaked at $353 in Q1 2023.
  • 276 funds tracked by Wall St. Rank held Alteryx Inc as of Q3 2023.

Based on NewSquare Capital's 13F filing for Q3 2023, filed 3 Nov 2023.