Osaic Holdings
AYX

Osaic Holdings’s Alteryx Inc AYX Stock Holding History

Osaic Holdings’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
-2,458
Closed -$116K – 7475
2023
Q4 		$116K Sell
2,458
-2,917
-54% -$113K ﹤0.01% 4331
2023
Q3 		$203K Buy
5,375
+1,598
+42% +$57.3K ﹤0.01% 3984
2023
Q2 		$171K Sell
3,777
-567
-13% -$24.8K ﹤0.01% 4020
2023
Q1 		$256K Sell
4,344
-134
-3% -$7.81K ﹤0.01% 3668
2022
Q4 		$228K Buy
4,478
+28
+0.6% +$1.34K ﹤0.01% 3730
2022
Q3 		$248K Sell
4,450
-321
-7% -$18.8K ﹤0.01% 3551
2022
Q2 		$232K Buy
4,771
+9
+0.2% +$538 ﹤0.01% 3652
2022
Q1 		$357K Sell
4,762
-789
-14% -$46.6K ﹤0.01% 3541
2021
Q4 		$336K Sell
5,551
-1,739
-24% -$120K ﹤0.01% 3443
2021
Q3 		$533K Buy
7,290
+454
+7% +$34.2K ﹤0.01% 2963
2021
Q2 		$587K Sell
6,836
-2,513
-27% -$206K ﹤0.01% 2848
2021
Q1 		$775K Buy
9,349
+1,449
+18% +$154K ﹤0.01% 2452
2020
Q4 		$962K Sell
7,900
-11,945
-60% -$1.51M ﹤0.01% 2068
2020
Q3 		$2.31M Buy
19,845
+5,122
+35% +$697K 0.01% 1218
2020
Q2 		$2.42M Sell
14,723
-55,338
-79% -$7.17M 0.01% 1137
2020
Q1 		$578K Buy
+70,061
New +$8.7M ﹤0.01% 1965

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

Osaic Holdings's AYX Position: Q1 2024 in Review

Osaic Holdings sold out of Alteryx Inc (AYX) in Q1 2024, closing a stake of 2,458 shares — an estimated $116K sold.

Osaic Holdings first reported a position in AYX in Q1 2020 and held it in 16 quarters. The position peaked at $2.42M in Q2 2020. 3 funds tracked by Wall St. Rank hold AYX as of Q1 2024.

  • Osaic Holdings reported no remaining Alteryx Inc position as of Q1 2024 after selling out during the quarter.
  • Osaic Holdings sold 2,458 Alteryx Inc shares in Q1 2024, an estimated $116K.
  • Osaic Holdings first reported a position in Alteryx Inc in Q1 2020 and held it in 16 quarters.
  • Osaic Holdings's Alteryx Inc position peaked at $2.42M in Q2 2020.
  • 3 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2024.

Based on Osaic Holdings's 13F filing for Q1 2024, filed 10 May 2024.