Northwestern Mutual Wealth Management
AYX

Northwestern Mutual Wealth Management’s Alteryx Inc AYX Stock Holding History

Northwestern Mutual Wealth Management’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
-392
Closed -$18.5K – 3878
2023
Q4 		$18.5K Sell
392
-11,165
-97% -$433K ﹤0.01% 2431
2023
Q3 		$436K Sell
11,557
-197,594
-94% -$7.08M ﹤0.01% 1212
2023
Q2 		$9.5M Buy
+209,151
New +$9.16M 0.01% 374
2023
Q1 		– Sell
-221
Closed -$11.2K – 3633
2022
Q4 		$11.2K Buy
221
+61
+38% +$2.91K ﹤0.01% 2450
2022
Q3 		$9K Buy
+160
New +$9.38K ﹤0.01% 2504
2022
Q2 		– Sell
-300
Closed -$21K – 3548
2022
Q1 		$21K Buy
+300
New +$17.7K ﹤0.01% 2305
2021
Q3 		– Sell
-469
Closed -$41K – 3271
2021
Q2 		$41K Buy
+469
New +$38.4K ﹤0.01% 1928
2021
Q1 		– Sell
-8
Closed -$1K – 3006
2020
Q4 		$1K Buy
+8
New +$1.01K ﹤0.01% 2648
2018
Q4 		– Sell
-710
Closed -$41K – 2702
2018
Q3 		$41K Buy
+710
New +$36.2K ﹤0.01% 1393

Other funds holding AYX

SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Northwestern Mutual Wealth Management's AYX Position: Q1 2024 in Review

Northwestern Mutual Wealth Management sold out of Alteryx Inc (AYX) in Q1 2024, closing a stake of 392 shares — an estimated $18.5K sold.

Northwestern Mutual Wealth Management first reported a position in AYX in Q3 2018 and held it in 9 quarters. The position peaked at $9.5M in Q2 2023. 3 funds tracked by Wall St. Rank hold AYX as of Q1 2024.

  • Northwestern Mutual Wealth Management reported no remaining Alteryx Inc position as of Q1 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 392 Alteryx Inc shares in Q1 2024, an estimated $18.5K.
  • Northwestern Mutual Wealth Management first reported a position in Alteryx Inc in Q3 2018 and held it in 9 quarters.
  • Northwestern Mutual Wealth Management's Alteryx Inc position peaked at $9.5M in Q2 2023.
  • 3 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.