OCM
AYX

Orion Capital Management’s Alteryx Inc AYX Stock Holding History

Orion Capital 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
-340
Closed -$16K – 531
2023
Q4 		$16K Hold
340
– – 0.01% 358
2023
Q3 		$12.8K Buy
+340
New +$12.2K 0.01% 367
2023
Q2 		– Sell
-840
Closed -$49.4K – 452
2023
Q1 		$49.4K Hold
840
– – 0.03% 220
2022
Q4 		$42.6K Sell
840
-200
-19% -$9.54K 0.03% 215
2022
Q3 		$58K Hold
1,040
– – 0.05% 185
2022
Q2 		$50K Sell
1,040
-180
-15% -$10.8K 0.04% 198
2022
Q1 		$87K Hold
1,220
– – 0.05% 173
2021
Q4 		$74K Sell
1,220
-700
-36% -$48.3K 0.04% 181
2021
Q3 		$140K Buy
1,920
+300
+19% +$22.6K 0.08% 139
2021
Q2 		$139K Hold
1,620
– – 0.09% 130
2021
Q1 		$134K Buy
1,620
+100
+7% +$10.6K 0.09% 123
2020
Q4 		$185K Buy
+1,520
New +$192K 0.14% 93

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

Orion Capital Management's AYX Position: Q1 2024 in Review

Orion Capital Management sold out of Alteryx Inc (AYX) in Q1 2024, closing a stake of 340 shares — an estimated $16K sold.

Orion Capital Management first reported a position in AYX in Q4 2020 and held it in 12 quarters. The position peaked at $185K in Q4 2020. 3 funds tracked by Wall St. Rank hold AYX as of Q1 2024.

  • Orion Capital Management reported no remaining Alteryx Inc position as of Q1 2024 after selling out during the quarter.
  • Orion Capital Management sold 340 Alteryx Inc shares in Q1 2024, an estimated $16K.
  • Orion Capital Management first reported a position in Alteryx Inc in Q4 2020 and held it in 12 quarters.
  • Orion Capital Management's Alteryx Inc position peaked at $185K in Q4 2020.
  • 3 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2024.

Based on Orion Capital Management's 13F filing for Q1 2024, filed 10 May 2024.