NFG
AYX

Next Financial Group’s Alteryx Inc AYX Stock Holding History

Next Financial 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
2021
Q2 		– Sell
-6
Closed – – 2740
2021
Q1 		$0 Buy
6
+3
+100% +$318 ﹤0.01% 2656
2020
Q4 		$0 Buy
+3
New +$378 ﹤0.01% 2436
2020
Q1 		– Sell
-15
Closed -$2K – 2463
2019
Q4 		$2K Sell
15
-1,263
-99% -$128K ﹤0.01% 2229
2019
Q3 		$137K Buy
+1,278
New +$159K 0.01% 807

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 $704M AUM 6.25% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LFDLE
La Financiere de L'Echiquier Paris, France $2.29B AUM 37.29% 1-Year Est. Return

Next Financial Group's AYX Position: Q2 2021 in Review

Next Financial Group sold out of Alteryx Inc (AYX) in Q2 2021, closing a stake of 6 shares.

Next Financial Group first reported a position in AYX in Q3 2019 and held it in 4 quarters. The position peaked at $137K in Q3 2019. 326 funds tracked by Wall St. Rank hold AYX as of Q2 2021.

  • Next Financial Group reported no remaining Alteryx Inc position as of Q2 2021 after selling out during the quarter.
  • Next Financial Group sold 6 Alteryx Inc shares in Q2 2021.
  • Next Financial Group first reported a position in Alteryx Inc in Q3 2019 and held it in 4 quarters.
  • Next Financial Group's Alteryx Inc position peaked at $137K in Q3 2019.
  • 326 funds tracked by Wall St. Rank held Alteryx Inc as of Q2 2021.

Based on Next Financial Group's 13F filing for Q2 2021, filed 13 Jul 2021.