OIA
AYX

Optimum Investment Advisors’s Alteryx Inc AYX Stock Holding History

Optimum Investment 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
2021
Q4 		– Sell
-50
Closed -$4K – 877
2021
Q3 		$4K Hold
50
– – ﹤0.01% 773
2021
Q2 		$4K Sell
50
-150
-75% -$12.3K ﹤0.01% 839
2021
Q1 		$17K Hold
200
– – 0.01% 698
2020
Q4 		$24K Hold
200
– – 0.01% 607
2020
Q3 		$23K Sell
200
-900
-82% -$123K 0.01% 587
2020
Q2 		$181K Buy
1,100
+900
+450% +$117K 0.06% 250
2020
Q1 		$19K Buy
+200
New +$24.8K 0.01% 588

Other funds holding AYX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LFDLE
La Financiere de L'Echiquier Paris, France $2.29B AUM 37.29% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Optimum Investment Advisors's AYX Position: Q4 2021 in Review

Optimum Investment Advisors sold out of Alteryx Inc (AYX) in Q4 2021, closing a stake of 50 shares — an estimated $4K sold.

Optimum Investment Advisors first reported a position in AYX in Q1 2020 and held it in 7 quarters. The position peaked at $181K in Q2 2020. 284 funds tracked by Wall St. Rank hold AYX as of Q4 2021.

  • Optimum Investment Advisors reported no remaining Alteryx Inc position as of Q4 2021 after selling out during the quarter.
  • Optimum Investment Advisors sold 50 Alteryx Inc shares in Q4 2021, an estimated $4K.
  • Optimum Investment Advisors first reported a position in Alteryx Inc in Q1 2020 and held it in 7 quarters.
  • Optimum Investment Advisors's Alteryx Inc position peaked at $181K in Q2 2020.
  • 284 funds tracked by Wall St. Rank held Alteryx Inc as of Q4 2021.

Based on Optimum Investment Advisors's 13F filing for Q4 2021, filed 17 Mar 2022.