SPIA
AYX

Steward Partners Investment Advisory’s Alteryx Inc AYX Stock Holding History

Steward Partners Investment Advisory’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
-200
Closed -$9.43K – 3702
2023
Q4 		$9.43K Buy
+200
New +$7.76K ﹤0.01% 2737
2021
Q4 		– Sell
-200
Closed -$15K – 3356
2021
Q3 		$15K Hold
200
– – ﹤0.01% 2463
2021
Q2 		$17K Buy
200
+100
+100% +$8.18K ﹤0.01% 5317
2021
Q1 		$8.3K Buy
+100
New +$10.6K ﹤0.01% 2855

Other funds holding AYX

SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Steward Partners Investment Advisory's AYX Position: Q1 2024 in Review

Steward Partners Investment Advisory sold out of Alteryx Inc (AYX) in Q1 2024, closing a stake of 200 shares — an estimated $9.43K sold.

Steward Partners Investment Advisory first reported a position in AYX in Q1 2021 and held it in 4 quarters. The position peaked at $17K in Q2 2021. 3 funds tracked by Wall St. Rank hold AYX as of Q1 2024.

  • Steward Partners Investment Advisory reported no remaining Alteryx Inc position as of Q1 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 200 Alteryx Inc shares in Q1 2024, an estimated $9.43K.
  • Steward Partners Investment Advisory first reported a position in Alteryx Inc in Q1 2021 and held it in 4 quarters.
  • Steward Partners Investment Advisory's Alteryx Inc position peaked at $17K in Q2 2021.
  • 3 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2024, filed 15 May 2024.