SIC
AYX

Salem Investment Counselors’s Alteryx Inc AYX Stock Holding History

Salem Investment Counselors’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
2023
Q3 		– Sell
-55
Closed -$2.5K – 1190
2023
Q2 		$2.5K Buy
+55
New +$2.41K ﹤0.01% 988
2021
Q3 		– Sell
-5,658
Closed -$487K – 1035
2021
Q2 		$487K Buy
5,658
+683
+14% +$55.9K 0.03% 240
2021
Q1 		$413K Buy
4,975
+700
+16% +$74.2K 0.03% 225
2020
Q4 		$521K Sell
4,275
-285
-6% -$35.9K 0.03% 193
2020
Q3 		$518K Buy
+4,560
New +$621K 0.04% 179

Other funds holding AYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
OPFM
Optimus Prime Fund Management Grand Cayman, Cayman Islands $1.04B AUM 9.64% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Salem Investment Counselors's AYX Position: Q3 2023 in Review

Salem Investment Counselors sold out of Alteryx Inc (AYX) in Q3 2023, closing a stake of 55 shares — an estimated $2.5K sold.

Salem Investment Counselors first reported a position in AYX in Q3 2020 and held it in 5 quarters. The position peaked at $521K in Q4 2020. 276 funds tracked by Wall St. Rank hold AYX as of Q3 2023.

  • Salem Investment Counselors reported no remaining Alteryx Inc position as of Q3 2023 after selling out during the quarter.
  • Salem Investment Counselors sold 55 Alteryx Inc shares in Q3 2023, an estimated $2.5K.
  • Salem Investment Counselors first reported a position in Alteryx Inc in Q3 2020 and held it in 5 quarters.
  • Salem Investment Counselors's Alteryx Inc position peaked at $521K in Q4 2020.
  • 276 funds tracked by Wall St. Rank held Alteryx Inc as of Q3 2023.

Based on Salem Investment Counselors's 13F filing for Q3 2023, filed 4 Oct 2023.