SMFS
AYX

Squar Milner Financial Services’s Alteryx Inc AYX Stock Holding History

Squar Milner 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
2020
Q2 		– Sell
-100
Closed -$9K – 765
2020
Q1 		$9K Hold
100
– – 0.01% 557
2019
Q4 		$10K Buy
+100
New +$10.2K 0.01% 587
2019
Q3 		– Sell
-200
Closed -$22K – 764
2019
Q2 		$22K Buy
+200
New +$18.2K 0.01% 453

Other funds holding AYX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Squar Milner Financial Services's AYX Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Alteryx Inc (AYX) in Q2 2020, closing a stake of 100 shares — an estimated $9K sold.

Squar Milner Financial Services first reported a position in AYX in Q2 2019 and held it in 3 quarters. The position peaked at $22K in Q2 2019. 384 funds tracked by Wall St. Rank hold AYX as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Alteryx Inc position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 100 Alteryx Inc shares in Q2 2020, an estimated $9K.
  • Squar Milner Financial Services first reported a position in Alteryx Inc in Q2 2019 and held it in 3 quarters.
  • Squar Milner Financial Services's Alteryx Inc position peaked at $22K in Q2 2019.
  • 384 funds tracked by Wall St. Rank held Alteryx Inc as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.