OPS
AYX

Orion Portfolio Solutions’s Alteryx Inc AYX Stock Holding History

Orion Portfolio Solutions’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
-4,130
Closed -$243K – 1691
2023
Q1 		$243K Buy
+4,130
New +$241K ﹤0.01% 1424
2020
Q3 		– Sell
-41
Closed -$7K – 2174
2020
Q2 		$7K Sell
41
-131
-76% -$17K ﹤0.01% 1365
2020
Q1 		$16K Sell
172
-43
-20% -$5.34K ﹤0.01% 920
2019
Q4 		$22K Buy
+215
New +$21.8K ﹤0.01% 753

Other funds holding AYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Orion Portfolio Solutions's AYX Position: Q2 2023 in Review

Orion Portfolio Solutions sold out of Alteryx Inc (AYX) in Q2 2023, closing a stake of 4,130 shares — an estimated $243K sold.

Orion Portfolio Solutions first reported a position in AYX in Q4 2019 and held it in 4 quarters. The position peaked at $243K in Q1 2023. 255 funds tracked by Wall St. Rank hold AYX as of Q2 2023.

  • Orion Portfolio Solutions reported no remaining Alteryx Inc position as of Q2 2023 after selling out during the quarter.
  • Orion Portfolio Solutions sold 4,130 Alteryx Inc shares in Q2 2023, an estimated $243K.
  • Orion Portfolio Solutions first reported a position in Alteryx Inc in Q4 2019 and held it in 4 quarters.
  • Orion Portfolio Solutions's Alteryx Inc position peaked at $243K in Q1 2023.
  • 255 funds tracked by Wall St. Rank held Alteryx Inc as of Q2 2023.

Based on Orion Portfolio Solutions's 13F filing for Q2 2023, filed 14 Aug 2023.