PMFA
AYX

Plante Moran Financial Advisors’s Alteryx Inc AYX Stock Holding History

Plante Moran Financial Advisors’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
-20
Closed -$943 – 944
2023
Q4 		$943 Hold
20
– – ﹤0.01% 764
2023
Q3 		$754 Hold
20
– – ﹤0.01% 699
2023
Q2 		$908 Hold
20
– – ﹤0.01% 737
2023
Q1 		$1.18K Buy
+20
New +$1.17K ﹤0.01% 729
2020
Q4 		– Sell
-57
Closed -$6K – 1019
2020
Q3 		$6K Buy
+57
New +$7.76K ﹤0.01% 678
2019
Q4 		– Sell
-800
Closed -$86K – 923
2019
Q3 		$86K Buy
800
+790
+7,900% +$98K 0.03% 262
2019
Q2 		$1K Buy
+10
New +$910 ﹤0.01% 769
2017
Q4 		– Sell
-100
Closed -$2K – 922
2017
Q3 		$2K Buy
+100
New +$2.12K ﹤0.01% 742

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

Plante Moran Financial Advisors's AYX Position: Q1 2024 in Review

Plante Moran Financial Advisors sold out of Alteryx Inc (AYX) in Q1 2024, closing a stake of 20 shares — an estimated $943 sold.

Plante Moran Financial Advisors first reported a position in AYX in Q3 2017 and held it in 8 quarters. The position peaked at $86K in Q3 2019. 3 funds tracked by Wall St. Rank hold AYX as of Q1 2024.

  • Plante Moran Financial Advisors reported no remaining Alteryx Inc position as of Q1 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 20 Alteryx Inc shares in Q1 2024, an estimated $943.
  • Plante Moran Financial Advisors first reported a position in Alteryx Inc in Q3 2017 and held it in 8 quarters.
  • Plante Moran Financial Advisors's Alteryx Inc position peaked at $86K in Q3 2019.
  • 3 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2024, filed 9 May 2024.