SWM
AYX

Strategic Wealth Management’s Alteryx Inc AYX Stock Holding History

Strategic 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
2021
Q2 		– Sell
-12,437
Closed -$1.03M – 75
2021
Q1 		$1.03M Hold
12,437
– – 0.62% 45
2020
Q4 		$1.51M Hold
12,437
– – 0.93% 37
2020
Q3 		$1.41M Buy
+12,437
New +$1.69M 1.05% 35

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 $5.72T 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 $59.5B 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

Strategic Wealth Management's AYX Position: Q2 2021 in Review

Strategic Wealth Management sold out of Alteryx Inc (AYX) in Q2 2021, closing a stake of 12,437 shares — an estimated $1.03M sold.

Strategic Wealth Management first reported a position in AYX in Q3 2020 and held it in 3 quarters. The position peaked at $1.51M in Q4 2020. 326 funds tracked by Wall St. Rank hold AYX as of Q2 2021.

  • Strategic Wealth Management reported no remaining Alteryx Inc position as of Q2 2021 after selling out during the quarter.
  • Strategic Wealth Management sold 12,437 Alteryx Inc shares in Q2 2021, an estimated $1.03M.
  • Strategic Wealth Management first reported a position in Alteryx Inc in Q3 2020 and held it in 3 quarters.
  • Strategic Wealth Management's Alteryx Inc position peaked at $1.51M in Q4 2020.
  • 326 funds tracked by Wall St. Rank held Alteryx Inc as of Q2 2021.

Based on Strategic Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.