PA
AYX

Pinnacle Associates’s Alteryx Inc AYX Stock Holding History

Pinnacle Associates’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
-23,969
Closed -$1.13M – 854
2023
Q4 		$1.13M Sell
23,969
-380
-2% -$14.8K 0.02% 456
2023
Q3 		$918K Sell
24,349
-2,825
-10% -$101K 0.02% 472
2023
Q2 		$1.23M Buy
27,174
+2,935
+12% +$129K 0.02% 437
2023
Q1 		$1.43M Hold
24,239
– – 0.03% 358
2022
Q4 		$1.23M Sell
24,239
-50
-0.2% -$2.39K 0.03% 376
2022
Q3 		$1.36M Hold
24,289
– – 0.03% 342
2022
Q2 		$1.18M Sell
24,289
-410
-2% -$24.5K 0.03% 369
2022
Q1 		$1.77M Sell
24,699
-990
-4% -$58.4K 0.03% 358
2021
Q4 		$1.55M Sell
25,689
-13,225
-34% -$913K 0.03% 378
2021
Q3 		$2.85M Sell
38,914
-720
-2% -$54.2K 0.05% 286
2021
Q2 		$3.41M Sell
39,634
-1,201
-3% -$98.3K 0.06% 268
2021
Q1 		$3.39M Buy
40,835
+3,225
+9% +$342K 0.06% 256
2020
Q4 		$4.58M Sell
37,610
-125
-0.3% -$15.8K 0.09% 204
2020
Q3 		$4.29M Buy
37,735
+17,735
+89% +$2.41M 0.1% 199
2020
Q2 		$3.29M Buy
+20,000
New +$2.59M 0.08% 222

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

Pinnacle Associates's AYX Position: Q1 2024 in Review

Pinnacle Associates sold out of Alteryx Inc (AYX) in Q1 2024, closing a stake of 23,969 shares — an estimated $1.13M sold.

Pinnacle Associates first reported a position in AYX in Q2 2020 and held it in 15 quarters. The position peaked at $4.58M in Q4 2020. 3 funds tracked by Wall St. Rank hold AYX as of Q1 2024.

  • Pinnacle Associates reported no remaining Alteryx Inc position as of Q1 2024 after selling out during the quarter.
  • Pinnacle Associates sold 23,969 Alteryx Inc shares in Q1 2024, an estimated $1.13M.
  • Pinnacle Associates first reported a position in Alteryx Inc in Q2 2020 and held it in 15 quarters.
  • Pinnacle Associates's Alteryx Inc position peaked at $4.58M in Q4 2020.
  • 3 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2024.

Based on Pinnacle Associates's 13F filing for Q1 2024, filed 26 Apr 2024.