SWM
AYX

Spire Wealth Management’s Alteryx Inc AYX Stock Holding History

Spire 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
2024
Q1 		– Sell
-14
Closed -$665 – 2437
2023
Q4 		$665 Sell
14
-356
-96% -$13.8K ﹤0.01% 2326
2023
Q3 		$13.9K Buy
370
+300
+429% +$10.8K ﹤0.01% 1628
2023
Q2 		$3.18K Hold
70
– – ﹤0.01% 2109
2023
Q1 		$4.12K Buy
70
+56
+400% +$3.26K ﹤0.01% 2082
2022
Q4 		$1K Sell
14
-56
-80% -$2.67K ﹤0.01% 2280
2022
Q3 		$4K Hold
70
– – ﹤0.01% 1838
2022
Q2 		$3K Sell
70
-70
-50% -$4.19K ﹤0.01% 2312
2022
Q1 		$10K Hold
140
– – ﹤0.01% 2047
2021
Q4 		$8K Hold
140
– – ﹤0.01% 2471
2021
Q3 		$10K Hold
140
– – ﹤0.01% 2108
2021
Q2 		$12K Hold
140
– – ﹤0.01% 2068
2021
Q1 		$12K Buy
+140
New +$14.8K ﹤0.01% 2368

Other funds holding AYX

SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Spire Wealth Management's AYX Position: Q1 2024 in Review

Spire Wealth Management sold out of Alteryx Inc (AYX) in Q1 2024, closing a stake of 14 shares — an estimated $665 sold.

Spire Wealth Management first reported a position in AYX in Q1 2021 and held it in 12 quarters. The position peaked at $13.9K in Q3 2023. 3 funds tracked by Wall St. Rank hold AYX as of Q1 2024.

  • Spire Wealth Management reported no remaining Alteryx Inc position as of Q1 2024 after selling out during the quarter.
  • Spire Wealth Management sold 14 Alteryx Inc shares in Q1 2024, an estimated $665.
  • Spire Wealth Management first reported a position in Alteryx Inc in Q1 2021 and held it in 12 quarters.
  • Spire Wealth Management's Alteryx Inc position peaked at $13.9K in Q3 2023.
  • 3 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2024.

Based on Spire Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.