RIM
AYX

Rockbridge Investment Management’s Alteryx Inc AYX Stock Holding History

Rockbridge Investment Management’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
-38
Closed -$2K – 862
2021
Q4 		$2K Hold
38
– – ﹤0.01% 743
2021
Q3 		$3K Sell
38
-6
-14% -$452 ﹤0.01% 657
2021
Q2 		$4K Sell
44
-23
-34% -$1.88K ﹤0.01% 631
2021
Q1 		$6K Sell
67
-11
-14% -$1.17K ﹤0.01% 570
2020
Q4 		$9K Sell
78
-23
-23% -$2.9K ﹤0.01% 520
2020
Q3 		$11K Buy
101
+50
+98% +$6.81K ﹤0.01% 459
2020
Q2 		$8K Buy
+51
New +$6.61K ﹤0.01% 459

Other funds holding AYX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Rockbridge Investment Management's AYX Position: Q1 2022 in Review

Rockbridge Investment Management sold out of Alteryx Inc (AYX) in Q1 2022, closing a stake of 38 shares — an estimated $2K sold.

Rockbridge Investment Management first reported a position in AYX in Q2 2020 and held it in 7 quarters. The position peaked at $11K in Q3 2020. 289 funds tracked by Wall St. Rank hold AYX as of Q1 2022.

  • Rockbridge Investment Management reported no remaining Alteryx Inc position as of Q1 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 38 Alteryx Inc shares in Q1 2022, an estimated $2K.
  • Rockbridge Investment Management first reported a position in Alteryx Inc in Q2 2020 and held it in 7 quarters.
  • Rockbridge Investment Management's Alteryx Inc position peaked at $11K in Q3 2020.
  • 289 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2022.

Based on Rockbridge Investment Management's 13F filing for Q1 2022, filed 28 May 2024.