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 – 2931
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 $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 $5.7T AUM 30.48% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 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 $22.1B AUM 51.63% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LFDLE
La Financiere de L'Echiquier Paris, France $2.29B AUM 37.29% 1-Year Est. Return