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
2023
Q2 		– Sell
-100
Closed -$5.88K – 451
2023
Q1 		$5.88K Sell
100
-200
-67% -$11.7K ﹤0.01% 394
2022
Q4 		$15.2K Hold
300
– – 0.01% 293
2022
Q3 		$17K Buy
+300
New +$17.6K 0.01% 283
2022
Q2 		– Sell
-300
Closed -$21K – 450
2022
Q1 		$21K Buy
+300
New +$17.7K 0.01% 273

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

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.