Principal Financial Group
AYX

Principal Financial Group’s Alteryx Inc AYX Stock Holding History

Principal Financial Group’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
-6,339
Closed -$299K – 2521
2023
Q4 		$299K Sell
6,339
-1,355
-18% -$52.6K ﹤0.01% 2064
2023
Q3 		$290K Buy
7,694
+742
+11% +$26.6K ﹤0.01% 2068
2023
Q2 		$316K Buy
6,952
+520
+8% +$22.8K ﹤0.01% 2068
2023
Q1 		$378K Sell
6,432
-1,258
-16% -$73.3K ﹤0.01% 2034
2022
Q4 		$390K Buy
7,690
+749
+11% +$35.7K ﹤0.01% 2036
2022
Q3 		$388K Sell
6,941
-1,312
-16% -$76.9K ﹤0.01% 2015
2022
Q2 		$400K Buy
8,253
+2,255
+38% +$135K ﹤0.01% 2110
2022
Q1 		$429K Sell
5,998
-568
-9% -$33.5K ﹤0.01% 2155
2021
Q4 		$397K Buy
6,566
+274
+4% +$18.9K ﹤0.01% 2180
2021
Q3 		$460K Sell
6,292
-111
-2% -$8.35K ﹤0.01% 2190
2021
Q2 		$551K Buy
6,403
+436
+7% +$35.7K ﹤0.01% 2196
2021
Q1 		$495K Sell
5,967
-501
-8% -$53.1K ﹤0.01% 2154
2020
Q4 		$788K Sell
6,468
-178
-3% -$22.4K ﹤0.01% 2001
2020
Q3 		$755K Sell
6,646
-1,189
-15% -$162K ﹤0.01% 1923
2020
Q2 		$1.29M Buy
7,835
+2,090
+36% +$271K ﹤0.01% 1775
2020
Q1 		$547K Sell
5,745
-124
-2% -$15.4K ﹤0.01% 1848
2019
Q4 		$587K Sell
5,869
-32,441
-85% -$3.3M ﹤0.01% 1915
2019
Q3 		$4.12M Sell
38,310
-107,578
-74% -$13.3M ﹤0.01% 1574
2019
Q2 		$15.9M Sell
145,888
-4,702
-3% -$428K 0.01% 942
2019
Q1 		$12.6M Buy
150,590
+2,618
+2% +$189K 0.01% 1098
2018
Q4 		$8.8M Buy
147,972
+12,089
+9% +$656K 0.01% 1250
2018
Q3 		$7.77M Buy
135,883
+4,994
+4% +$254K 0.01% 1447
2018
Q2 		$5M Buy
130,889
+5,073
+4% +$177K ﹤0.01% 1593
2018
Q1 		$4.29M Sell
125,816
-22,271
-15% -$694K ﹤0.01% 1605
2017
Q4 		$3.74M Sell
148,087
-76
-0.1% -$1.83K ﹤0.01% 1646
2017
Q3 		$3.02M Sell
148,163
-679
-0.5% -$14.4K ﹤0.01% 1682
2017
Q2 		$2.91M Sell
148,842
-3,742
-2% -$67.3K ﹤0.01% 1700
2017
Q1 		$2.38M Buy
+152,584
New +$2.32M ﹤0.01% 1707

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

Principal Financial Group's AYX Position: Q1 2024 in Review

Principal Financial Group sold out of Alteryx Inc (AYX) in Q1 2024, closing a stake of 6,339 shares — an estimated $299K sold.

Principal Financial Group first reported a position in AYX in Q1 2017 and held it in 28 quarters. The position peaked at $15.9M in Q2 2019. 3 funds tracked by Wall St. Rank hold AYX as of Q1 2024.

  • Principal Financial Group reported no remaining Alteryx Inc position as of Q1 2024 after selling out during the quarter.
  • Principal Financial Group sold 6,339 Alteryx Inc shares in Q1 2024, an estimated $299K.
  • Principal Financial Group first reported a position in Alteryx Inc in Q1 2017 and held it in 28 quarters.
  • Principal Financial Group's Alteryx Inc position peaked at $15.9M in Q2 2019.
  • 3 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2024.

Based on Principal Financial Group's 13F filing for Q1 2024, filed 29 Apr 2024.