SSWM
AYX

Sheets Smith Wealth Management’s Alteryx Inc AYX Stock Holding History

Sheets Smith 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
2019
Q4 		– Sell
-4,246
Closed -$456K – 327
2019
Q3 		$456K Sell
4,246
-782
-16% -$97K 0.09% 204
2019
Q2 		$549K Sell
5,028
-39
-0.8% -$3.55K 0.11% 191
2019
Q1 		$425K Buy
+5,067
New +$366K 0.09% 223

Other funds holding AYX

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $51.8M AUM 18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Sheets Smith Wealth Management's AYX Position: Q4 2019 in Review

Sheets Smith Wealth Management sold out of Alteryx Inc (AYX) in Q4 2019, closing a stake of 4,246 shares — an estimated $456K sold.

Sheets Smith Wealth Management first reported a position in AYX in Q1 2019 and held it in 3 quarters. The position peaked at $549K in Q2 2019. 309 funds tracked by Wall St. Rank hold AYX as of Q4 2019.

  • Sheets Smith Wealth Management reported no remaining Alteryx Inc position as of Q4 2019 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 4,246 Alteryx Inc shares in Q4 2019, an estimated $456K.
  • Sheets Smith Wealth Management first reported a position in Alteryx Inc in Q1 2019 and held it in 3 quarters.
  • Sheets Smith Wealth Management's Alteryx Inc position peaked at $549K in Q2 2019.
  • 309 funds tracked by Wall St. Rank held Alteryx Inc as of Q4 2019.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2019, filed 24 Jan 2020.