PFGIA
AYX

Patriot Financial Group Insurance Agency’s Alteryx Inc AYX Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q1 		– Sell
-400
Closed -$24K – 2289
2021
Q4 		$24K Hold
400
– – ﹤0.01% 1152
2021
Q3 		$29K Hold
400
– – 0.01% 1071
2021
Q2 		$34K Hold
400
– – 0.01% 979
2021
Q1 		$33K Hold
400
– – 0.01% 920
2020
Q4 		$49K Hold
400
– – 0.01% 696
2020
Q3 		$45K Hold
400
– – 0.01% 568
2020
Q2 		$66K Hold
400
– – 0.03% 449
2020
Q1 		$38K Buy
+400
New +$49.7K 0.02% 509

Other funds holding AYX

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $6.73T AUM 46.02% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
LFDLE
La Financiere de L'Echiquier Paris, France $2.29B AUM 37.29% 1-Year Est. Return

Patriot Financial Group Insurance Agency's AYX Position: Q1 2022 in Review

Patriot Financial Group Insurance Agency sold out of Alteryx Inc (AYX) in Q1 2022, closing a stake of 400 shares — an estimated $24K sold.

Patriot Financial Group Insurance Agency first reported a position in AYX in Q1 2020 and held it in 8 quarters. The position peaked at $66K in Q2 2020. 289 funds tracked by Wall St. Rank hold AYX as of Q1 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Alteryx Inc position as of Q1 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 400 Alteryx Inc shares in Q1 2022, an estimated $24K.
  • Patriot Financial Group Insurance Agency first reported a position in Alteryx Inc in Q1 2020 and held it in 8 quarters.
  • Patriot Financial Group Insurance Agency's Alteryx Inc position peaked at $66K in Q2 2020.
  • 289 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2022, filed 11 May 2022.