SWM
AYX

Selective Wealth Management’s Alteryx Inc AYX Stock Holding History

Selective 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
2022
Q3 		– Sell
-300
Closed -$15K – 843
2022
Q2 		$15K Hold
300
– – 0.01% 514
2022
Q1 		$21K Hold
300
– – 0.01% 443
2021
Q4 		$18K Buy
+300
New +$20.7K 0.01% 425

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Selective Wealth Management's AYX Position: Q3 2022 in Review

Selective Wealth Management sold out of Alteryx Inc (AYX) in Q3 2022, closing a stake of 300 shares — an estimated $15K sold.

Selective Wealth Management first reported a position in AYX in Q4 2021 and held it in 3 quarters. The position peaked at $21K in Q1 2022. 288 funds tracked by Wall St. Rank hold AYX as of Q3 2022.

  • Selective Wealth Management reported no remaining Alteryx Inc position as of Q3 2022 after selling out during the quarter.
  • Selective Wealth Management sold 300 Alteryx Inc shares in Q3 2022, an estimated $15K.
  • Selective Wealth Management first reported a position in Alteryx Inc in Q4 2021 and held it in 3 quarters.
  • Selective Wealth Management's Alteryx Inc position peaked at $21K in Q1 2022.
  • 288 funds tracked by Wall St. Rank held Alteryx Inc as of Q3 2022.

Based on Selective Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.