SWM
AYX

SeaCrest Wealth Management’s Alteryx Inc AYX Stock Holding History

SeaCrest Wealth 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
2023
Q2 		– Sell
-6,620
Closed -$390K – 669
2023
Q1 		$390K Hold
6,620
– – 0.05% 393
2022
Q4 		$335K Buy
+6,620
New +$316K 0.05% 422
2021
Q1 		– Sell
-5,038
Closed -$614K – 687
2020
Q4 		$614K Sell
5,038
-2,450
-33% -$309K 0.09% 247
2020
Q3 		$850K Buy
7,488
+1,538
+26% +$209K 0.14% 165
2020
Q2 		$977K Sell
5,950
-150
-2% -$19.4K 0.17% 124
2020
Q1 		$581K Buy
6,100
+1,250
+26% +$155K 0.12% 183
2019
Q4 		$485K Sell
4,850
-751
-13% -$76.3K 0.08% 283
2019
Q3 		$602K Buy
5,601
+901
+19% +$112K 0.11% 220
2019
Q2 		$513K Buy
4,700
+850
+22% +$77.4K 0.1% 231
2019
Q1 		$323K Buy
3,850
+2,400
+166% +$173K 0.06% 338
2018
Q4 		$86K Sell
1,450
-250
-15% -$13.6K 0.02% 715
2018
Q3 		$97K Hold
1,700
– – 0.02% 751
2018
Q2 		$65K Buy
1,700
+100
+6% +$3.49K 0.01% 883
2018
Q1 		$55K Sell
1,600
-175
-10% -$5.45K 0.01% 918
2017
Q4 		$45K Buy
+1,775
New +$42.8K 0.01% 1012

Other funds holding AYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

SeaCrest Wealth Management's AYX Position: Q2 2023 in Review

SeaCrest Wealth Management sold out of Alteryx Inc (AYX) in Q2 2023, closing a stake of 6,620 shares — an estimated $390K sold.

SeaCrest Wealth Management first reported a position in AYX in Q4 2017 and held it in 15 quarters. The position peaked at $977K in Q2 2020. 255 funds tracked by Wall St. Rank hold AYX as of Q2 2023.

  • SeaCrest Wealth Management reported no remaining Alteryx Inc position as of Q2 2023 after selling out during the quarter.
  • SeaCrest Wealth Management sold 6,620 Alteryx Inc shares in Q2 2023, an estimated $390K.
  • SeaCrest Wealth Management first reported a position in Alteryx Inc in Q4 2017 and held it in 15 quarters.
  • SeaCrest Wealth Management's Alteryx Inc position peaked at $977K in Q2 2020.
  • 255 funds tracked by Wall St. Rank held Alteryx Inc as of Q2 2023.

Based on SeaCrest Wealth Management's 13F filing for Q2 2023, filed 14 Jul 2023.