RMR Wealth Builders’s Alteryx Inc AYX Stock Holding History

RMR Wealth Builders’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	-45	Closed	-$4K	–	755
2021 Q1	$4K	Hold	45	–	–	﹤0.01%	703
2020 Q4	$5K	Buy	+45	New	+$5.67K	﹤0.01%	461

Other funds holding AYX

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

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

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

ACA

Abdiel Capital Advisors New York $51.8M AUM 18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LFDLE

La Financiere de L'Echiquier Paris, France $2.29B AUM 37.29% 1-Year Est. Return

RMR Wealth Builders's AYX Position: Q2 2021 in Review

RMR Wealth Builders sold out of Alteryx Inc (AYX) in Q2 2021, closing a stake of 45 shares — an estimated $4K sold.

RMR Wealth Builders first reported a position in AYX in Q4 2020 and held it in 2 quarters. The position peaked at $5K in Q4 2020. 326 funds tracked by Wall St. Rank hold AYX as of Q2 2021.

RMR Wealth Builders reported no remaining Alteryx Inc position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 45 Alteryx Inc shares in Q2 2021, an estimated $4K.
RMR Wealth Builders first reported a position in Alteryx Inc in Q4 2020 and held it in 2 quarters.
RMR Wealth Builders's Alteryx Inc position peaked at $5K in Q4 2020.
326 funds tracked by Wall St. Rank held Alteryx Inc as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.