RPCONE
AYX

Retirement Planning Company of New England’s Alteryx Inc AYX Stock Holding History

Retirement Planning Company of New England’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
2022
Q1 		– Sell
-500
Closed -$30K – 950
2021
Q4 		$30K Buy
+500
New +$34.5K 0.01% 481

Other funds holding AYX

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
LFDLE
La Financiere de L'Echiquier Paris, France $2.29B AUM 37.29% 1-Year Est. Return

Retirement Planning Company of New England's AYX Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Alteryx Inc (AYX) in Q1 2022, closing a stake of 500 shares — an estimated $30K sold.

Retirement Planning Company of New England first reported a position in AYX in Q4 2021 and held it in 1 quarter. The position peaked at $30K in Q4 2021. 289 funds tracked by Wall St. Rank hold AYX as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Alteryx Inc position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 500 Alteryx Inc shares in Q1 2022, an estimated $30K.
  • Retirement Planning Company of New England first reported a position in Alteryx Inc in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Alteryx Inc position peaked at $30K in Q4 2021.
  • 289 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.