Private Trust Company’s Alteryx Inc AYX Stock Holding History

Private Trust Company’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
2023 Q4	–	Sell	-111	Closed	-$4.18K	–	2456
2023 Q3	$4.18K	Buy	+111	New	+$3.98K	﹤0.01%	1935
2022 Q4	–	Sell	-46	Closed	-$3K	–	2300
2022 Q3	$3K	Hold	46	–	–	﹤0.01%	1844
2022 Q2	$2K	Buy	+46	New	+$2.75K	﹤0.01%	2008

Other funds holding AYX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Private Trust Company's AYX Position: Q4 2023 in Review

Private Trust Company sold out of Alteryx Inc (AYX) in Q4 2023, closing a stake of 111 shares — an estimated $4.18K sold.

Private Trust Company first reported a position in AYX in Q2 2022 and held it in 3 quarters. The position peaked at $4.18K in Q3 2023. 268 funds tracked by Wall St. Rank hold AYX as of Q4 2023.

Private Trust Company reported no remaining Alteryx Inc position as of Q4 2023 after selling out during the quarter.
Private Trust Company sold 111 Alteryx Inc shares in Q4 2023, an estimated $4.18K.
Private Trust Company first reported a position in Alteryx Inc in Q2 2022 and held it in 3 quarters.
Private Trust Company's Alteryx Inc position peaked at $4.18K in Q3 2023.
268 funds tracked by Wall St. Rank held Alteryx Inc as of Q4 2023.

Based on Private Trust Company's 13F filing for Q4 2023, filed 24 Jan 2024.