SSG
AYX

Summit Securities Group’s Alteryx Inc AYX Stock Holding History

Summit Securities Group’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
2023
Q4 		– Sell
-1,000
Closed -$38K – 971
2023
Q3 		$38K Buy
+1,000
New +$35.8K ﹤0.01% 314

Other funds holding AYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Summit Securities Group's AYX Position: Q4 2023 in Review

Summit Securities Group sold out of Alteryx Inc (AYX) in Q4 2023, closing a stake of 1,000 shares — an estimated $38K sold.

Summit Securities Group first reported a position in AYX in Q3 2023 and held it in 1 quarter. The position peaked at $38K in Q3 2023. 268 funds tracked by Wall St. Rank hold AYX as of Q4 2023.

  • Summit Securities Group reported no remaining Alteryx Inc position as of Q4 2023 after selling out during the quarter.
  • Summit Securities Group sold 1,000 Alteryx Inc shares in Q4 2023, an estimated $38K.
  • Summit Securities Group first reported a position in Alteryx Inc in Q3 2023 and held it in 1 quarter.
  • Summit Securities Group's Alteryx Inc position peaked at $38K in Q3 2023.
  • 268 funds tracked by Wall St. Rank held Alteryx Inc as of Q4 2023.

Based on Summit Securities Group's 13F filing for Q4 2023, filed 14 Feb 2024.