SFS
AYX

Sowell Financial Services’s Alteryx Inc AYX Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-780
Closed -$61K – 2925
2021
Q1 		$61K Sell
780
-167
-18% -$17.7K ﹤0.01% 1569
2020
Q4 		$115K Sell
947
-209
-18% -$26.3K ﹤0.01% 1096
2020
Q3 		$131K Sell
1,156
-380
-25% -$51.7K 0.01% 884
2020
Q2 		$252K Buy
1,536
+1,006
+190% +$130K 0.01% 644
2020
Q1 		$50K Sell
530
-57
-10% -$7.08K ﹤0.01% 1065
2019
Q4 		$59K Buy
587
+502
+591% +$51K ﹤0.01% 1103
2019
Q3 		$9K Buy
+85
New +$10.5K ﹤0.01% 1584

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 $846B AUM 46.74% 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
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
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $51.8M AUM 18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LFDLE
La Financiere de L'Echiquier Paris, France $2.29B AUM 37.29% 1-Year Est. Return

Sowell Financial Services's AYX Position: Q2 2021 in Review

Sowell Financial Services sold out of Alteryx Inc (AYX) in Q2 2021, closing a stake of 780 shares — an estimated $61K sold.

Sowell Financial Services first reported a position in AYX in Q3 2019 and held it in 7 quarters. The position peaked at $252K in Q2 2020. 326 funds tracked by Wall St. Rank hold AYX as of Q2 2021.

  • Sowell Financial Services reported no remaining Alteryx Inc position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 780 Alteryx Inc shares in Q2 2021, an estimated $61K.
  • Sowell Financial Services first reported a position in Alteryx Inc in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Alteryx Inc position peaked at $252K in Q2 2020.
  • 326 funds tracked by Wall St. Rank held Alteryx Inc as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.