ST
AYX

Sageworth Trust’s Alteryx Inc AYX Stock Holding History

Sageworth Trust’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
-317
Closed -$26K – 913
2021
Q1 		$26K Hold
317
– – ﹤0.01% 218
2020
Q4 		$39K Hold
317
– – ﹤0.01% 130
2020
Q3 		$36K Hold
317
– – ﹤0.01% 93
2020
Q2 		$52K Hold
317
– – 0.01% 74
2020
Q1 		$30K Hold
317
– – ﹤0.01% 91
2019
Q4 		$32K Hold
317
– – ﹤0.01% 106
2019
Q3 		$34K Hold
317
– – ﹤0.01% 106
2019
Q2 		$35K Hold
317
– – ﹤0.01% 106
2019
Q1 		$27K Buy
+317
New +$22.9K ﹤0.01% 122

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 $704M AUM 6.25% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Alkeon Capital Management
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
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

Sageworth Trust's AYX Position: Q2 2021 in Review

Sageworth Trust sold out of Alteryx Inc (AYX) in Q2 2021, closing a stake of 317 shares — an estimated $26K sold.

Sageworth Trust first reported a position in AYX in Q1 2019 and held it in 9 quarters. The position peaked at $52K in Q2 2020. 326 funds tracked by Wall St. Rank hold AYX as of Q2 2021.

  • Sageworth Trust reported no remaining Alteryx Inc position as of Q2 2021 after selling out during the quarter.
  • Sageworth Trust sold 317 Alteryx Inc shares in Q2 2021, an estimated $26K.
  • Sageworth Trust first reported a position in Alteryx Inc in Q1 2019 and held it in 9 quarters.
  • Sageworth Trust's Alteryx Inc position peaked at $52K in Q2 2020.
  • 326 funds tracked by Wall St. Rank held Alteryx Inc as of Q2 2021.

Based on Sageworth Trust's 13F filing for Q2 2021, filed 13 Aug 2021.