Regal Wealth Group’s Alteryx Inc AYX Stock Holding History

Regal Wealth 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
2021 Q2	–	Sell	-400	Closed	-$33K	–	259
2021 Q1	$33K	Buy	+400	New	+$42.4K	0.02%	113

Other funds holding AYX

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

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 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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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 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

Regal Wealth Group's AYX Position: Q2 2021 in Review

Regal Wealth Group sold out of Alteryx Inc (AYX) in Q2 2021, closing a stake of 400 shares — an estimated $33K sold.

Regal Wealth Group first reported a position in AYX in Q1 2021 and held it in 1 quarter. The position peaked at $33K in Q1 2021. 326 funds tracked by Wall St. Rank hold AYX as of Q2 2021.

Regal Wealth Group reported no remaining Alteryx Inc position as of Q2 2021 after selling out during the quarter.
Regal Wealth Group sold 400 Alteryx Inc shares in Q2 2021, an estimated $33K.
Regal Wealth Group first reported a position in Alteryx Inc in Q1 2021 and held it in 1 quarter.
Regal Wealth Group's Alteryx Inc position peaked at $33K in Q1 2021.
326 funds tracked by Wall St. Rank held Alteryx Inc as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.