SW
AYX

SlateStone Wealth’s Alteryx Inc AYX Stock Holding History

SlateStone Wealth’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
Q1 		– Sell
-11,750
Closed -$1.43M – 179
2020
Q4 		$1.43M Buy
11,750
+900
+8% +$113K 0.36% 68
2020
Q3 		$1.23M Sell
10,850
-4,350
-29% -$592K 0.27% 89
2020
Q2 		$2.5M Hold
15,200
– – 0.56% 52
2020
Q1 		$1.45M Buy
15,200
+570
+4% +$70.8K 0.41% 62
2019
Q4 		$1.46M Buy
+14,630
New +$1.49M 0.33% 82

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SlateStone Wealth's AYX Position: Q1 2021 in Review

SlateStone Wealth sold out of Alteryx Inc (AYX) in Q1 2021, closing a stake of 11,750 shares — an estimated $1.43M sold.

SlateStone Wealth first reported a position in AYX in Q4 2019 and held it in 5 quarters. The position peaked at $2.5M in Q2 2020. 341 funds tracked by Wall St. Rank hold AYX as of Q1 2021.

  • SlateStone Wealth reported no remaining Alteryx Inc position as of Q1 2021 after selling out during the quarter.
  • SlateStone Wealth sold 11,750 Alteryx Inc shares in Q1 2021, an estimated $1.43M.
  • SlateStone Wealth first reported a position in Alteryx Inc in Q4 2019 and held it in 5 quarters.
  • SlateStone Wealth's Alteryx Inc position peaked at $2.5M in Q2 2020.
  • 341 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2021.

Based on SlateStone Wealth's 13F filing for Q1 2021, filed 19 Apr 2021.