PAG
AYX

Private Advisor Group’s Alteryx Inc AYX Stock Holding History

Private Advisor 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
-5,146
Closed -$243K – 2439
2023
Q4 		$243K Buy
+5,146
New +$200K ﹤0.01% 1929
2021
Q1 		– Sell
-5,072
Closed -$618K – 1990
2020
Q4 		$618K Buy
5,072
+226
+5% +$28.5K 0.01% 1117
2020
Q3 		$550K Buy
4,846
+4,207
+658% +$573K 0.01% 1024
2020
Q2 		$105K Buy
+639
New +$82.8K ﹤0.01% 1681
2020
Q1 		– Sell
-2,123
Closed -$212K – 1663
2019
Q4 		$212K Sell
2,123
-2,877
-58% -$292K ﹤0.01% 1468
2019
Q3 		$537K Sell
5,000
-395
-7% -$49K 0.01% 1040
2019
Q2 		$589K Buy
+5,395
New +$491K 0.01% 968

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

Private Advisor Group's AYX Position: Q1 2024 in Review

Private Advisor Group sold out of Alteryx Inc (AYX) in Q1 2024, closing a stake of 5,146 shares — an estimated $243K sold.

Private Advisor Group first reported a position in AYX in Q2 2019 and held it in 7 quarters. The position peaked at $618K in Q4 2020. 3 funds tracked by Wall St. Rank hold AYX as of Q1 2024.

  • Private Advisor Group reported no remaining Alteryx Inc position as of Q1 2024 after selling out during the quarter.
  • Private Advisor Group sold 5,146 Alteryx Inc shares in Q1 2024, an estimated $243K.
  • Private Advisor Group first reported a position in Alteryx Inc in Q2 2019 and held it in 7 quarters.
  • Private Advisor Group's Alteryx Inc position peaked at $618K in Q4 2020.
  • 3 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2024.

Based on Private Advisor Group's 13F filing for Q1 2024, filed 30 Apr 2024.