RA
AYX

Rational Advisors’s Alteryx Inc AYX Stock Holding History

Rational 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
2021
Q2 		– Sell
-885
Closed -$73K – 197
2021
Q1 		$73K Sell
885
-60
-6% -$6.36K 0.01% 171
2020
Q4 		$115K Sell
945
-666
-41% -$83.9K 0.03% 155
2020
Q3 		$183K Buy
1,611
+111
+7% +$15.1K 0.08% 133
2020
Q2 		$246K Buy
+1,500
New +$194K 0.13% 140

Other funds holding AYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LFDLE
La Financiere de L'Echiquier Paris, France $2.29B AUM 37.29% 1-Year Est. Return

Rational Advisors's AYX Position: Q2 2021 in Review

Rational Advisors sold out of Alteryx Inc (AYX) in Q2 2021, closing a stake of 885 shares — an estimated $73K sold.

Rational Advisors first reported a position in AYX in Q2 2020 and held it in 4 quarters. The position peaked at $246K in Q2 2020. 326 funds tracked by Wall St. Rank hold AYX as of Q2 2021.

  • Rational Advisors reported no remaining Alteryx Inc position as of Q2 2021 after selling out during the quarter.
  • Rational Advisors sold 885 Alteryx Inc shares in Q2 2021, an estimated $73K.
  • Rational Advisors first reported a position in Alteryx Inc in Q2 2020 and held it in 4 quarters.
  • Rational Advisors's Alteryx Inc position peaked at $246K in Q2 2020.
  • 326 funds tracked by Wall St. Rank held Alteryx Inc as of Q2 2021.

Based on Rational Advisors's 13F filing for Q2 2021, filed 6 Aug 2021.