RJFSA
AYX

Raymond James Financial Services Advisors’s Alteryx Inc AYX Stock Holding History

Raymond James Financial Services 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
-4,551
Closed -$215K – 3531
2023
Q4 		$215K Sell
4,551
-24,345
-84% -$945K ﹤0.01% 2943
2023
Q3 		$1.09M Buy
28,896
+3,717
+15% +$133K ﹤0.01% 1849
2023
Q2 		$1.14M Buy
25,179
+3,560
+16% +$156K ﹤0.01% 1846
2023
Q1 		$1.27M Sell
21,619
-370
-2% -$21.6K ﹤0.01% 1761
2022
Q4 		$1.11M Sell
21,989
-2,861
-12% -$137K ﹤0.01% 1771
2022
Q3 		$1.39M Buy
24,850
+1,315
+6% +$77.1K ﹤0.01% 1634
2022
Q2 		$1.14M Sell
23,535
-3,234
-12% -$193K ﹤0.01% 1747
2022
Q1 		$1.92M Buy
26,769
+3,212
+14% +$190K ﹤0.01% 1523
2021
Q4 		$1.43M Buy
23,557
+6,830
+41% +$472K ﹤0.01% 1752
2021
Q3 		$1.22M Buy
16,727
+8,029
+92% +$604K ﹤0.01% 1821
2021
Q2 		$748K Sell
8,698
-556
-6% -$45.5K ﹤0.01% 2133
2021
Q1 		$768K Sell
9,254
-588
-6% -$62.3K ﹤0.01% 2026
2020
Q4 		$1.2M Buy
9,842
+258
+3% +$32.5K ﹤0.01% 1597
2020
Q3 		$1.09M Buy
9,584
+3,288
+52% +$448K ﹤0.01% 1505
2020
Q2 		$1.03M Buy
6,296
+2,655
+73% +$344K ﹤0.01% 1468
2020
Q1 		$347K Sell
3,641
-177
-5% -$22K ﹤0.01% 1765
2019
Q4 		$382K Sell
3,818
-11,214
-75% -$1.14M ﹤0.01% 2157
2019
Q3 		$1.61M Sell
15,032
-4,247
-22% -$527K 0.01% 1219
2019
Q2 		$2.1M Buy
19,279
+6,916
+56% +$629K 0.01% 1083
2019
Q1 		$1.04M Buy
12,363
+6,289
+104% +$454K ﹤0.01% 1427
2018
Q4 		$361K Buy
+6,074
New +$330K ﹤0.01% 1876
2018
Q1 		– Sell
-10,145
Closed -$256K – 2765
2017
Q4 		$256K Buy
+10,145
New +$245K ﹤0.01% 2106

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

Raymond James Financial Services Advisors's AYX Position: Q1 2024 in Review

Raymond James Financial Services Advisors sold out of Alteryx Inc (AYX) in Q1 2024, closing a stake of 4,551 shares — an estimated $215K sold.

Raymond James Financial Services Advisors first reported a position in AYX in Q4 2017 and held it in 22 quarters. The position peaked at $2.1M in Q2 2019. 3 funds tracked by Wall St. Rank hold AYX as of Q1 2024.

  • Raymond James Financial Services Advisors reported no remaining Alteryx Inc position as of Q1 2024 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 4,551 Alteryx Inc shares in Q1 2024, an estimated $215K.
  • Raymond James Financial Services Advisors first reported a position in Alteryx Inc in Q4 2017 and held it in 22 quarters.
  • Raymond James Financial Services Advisors's Alteryx Inc position peaked at $2.1M in Q2 2019.
  • 3 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2024, filed 22 Apr 2024.