SIM
AYX

Sonora Investment Management’s Alteryx Inc AYX Stock Holding History

Sonora Investment 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
2021
Q3 		$3K Hold
45
– – ﹤0.01% 965
2021
Q2 		$4K Buy
+45
New +$3.68K ﹤0.01% 849
2020
Q2 		– Sell
-25
Closed -$2K – 1899
2020
Q1 		$2K Hold
25
– – ﹤0.01% 1510
2019
Q4 		$3K Buy
+25
New +$2.54K ﹤0.01% 1544

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
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $51.8M AUM 18% 1-Year Est. Return
LFDLE
La Financiere de L'Echiquier Paris, France $2.29B AUM 37.29% 1-Year Est. Return

Sonora Investment Management's AYX Position: Q3 2021 in Review

Sonora Investment Management held its Alteryx Inc (AYX) position steady in Q3 2021 at 45 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #965.

Sonora Investment Management first reported a position in AYX in Q4 2019 and has held it in 4 quarters since. The position peaked at $4K in Q2 2021. 304 funds tracked by Wall St. Rank hold AYX as of Q3 2021.

  • Sonora Investment Management held 45 shares of Alteryx Inc worth $3K as of Q3 2021.
  • Sonora Investment Management left its Alteryx Inc share count unchanged in Q3 2021.
  • Alteryx Inc made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #965 holding.
  • Sonora Investment Management first reported a position in Alteryx Inc in Q4 2019 and has held it in 4 quarters since.
  • Sonora Investment Management's Alteryx Inc position peaked at $4K in Q2 2021.
  • 304 funds tracked by Wall St. Rank held Alteryx Inc as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.