SWM
AYX

Sugarloaf Wealth Management’s Alteryx Inc AYX Stock Holding History

Sugarloaf 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
2020
Q2 		– Sell
-150
Closed -$14K – 736
2020
Q1 		$14K Sell
150
-20
-12% -$2.48K 0.01% 394
2019
Q4 		$17K Buy
+170
New +$17.3K 0.01% 397

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 $704M AUM 6.25% 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

Sugarloaf Wealth Management's AYX Position: Q2 2020 in Review

Sugarloaf Wealth Management sold out of Alteryx Inc (AYX) in Q2 2020, closing a stake of 150 shares — an estimated $14K sold.

Sugarloaf Wealth Management first reported a position in AYX in Q4 2019 and held it in 2 quarters. The position peaked at $17K in Q4 2019. 384 funds tracked by Wall St. Rank hold AYX as of Q2 2020.

  • Sugarloaf Wealth Management reported no remaining Alteryx Inc position as of Q2 2020 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 150 Alteryx Inc shares in Q2 2020, an estimated $14K.
  • Sugarloaf Wealth Management first reported a position in Alteryx Inc in Q4 2019 and held it in 2 quarters.
  • Sugarloaf Wealth Management's Alteryx Inc position peaked at $17K in Q4 2019.
  • 384 funds tracked by Wall St. Rank held Alteryx Inc as of Q2 2020.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2020, filed 21 Jul 2020.