RPWA
AYX

Regent Peak Wealth Advisors’s Alteryx Inc AYX Stock Holding History

Regent Peak Wealth 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
Q1 		– Sell
-20
Closed -$2K – 1071
2020
Q4 		$2K Buy
+20
New +$2.52K ﹤0.01% 858

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 $500M AUM 25.3% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Regent Peak Wealth Advisors's AYX Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Alteryx Inc (AYX) in Q1 2021, closing a stake of 20 shares — an estimated $2K sold.

Regent Peak Wealth Advisors first reported a position in AYX in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 341 funds tracked by Wall St. Rank hold AYX as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Alteryx Inc position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 20 Alteryx Inc shares in Q1 2021, an estimated $2K.
  • Regent Peak Wealth Advisors first reported a position in Alteryx Inc in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Alteryx Inc position peaked at $2K in Q4 2020.
  • 341 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.