TFCM
AYX

Taylor Frigon Capital Management’s Alteryx Inc AYX Stock Holding History

Taylor Frigon Capital 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
2023
Q4 		– Sell
-70,161
Closed -$2.64M – 88
2023
Q3 		$2.64M Buy
70,161
+213
+0.3% +$7.63K 1.47% 27
2023
Q2 		$3.18M Buy
69,948
+19,170
+38% +$840K 1.55% 23
2023
Q1 		$2.99M Sell
50,778
-970
-2% -$56.5K 1.63% 19
2022
Q4 		$2.62M Sell
51,748
-2,387
-4% -$114K 1.49% 21
2022
Q3 		$3.02M Sell
54,135
-21,370
-28% -$1.25M 1.58% 19
2022
Q2 		$3.66M Sell
75,505
-4,291
-5% -$257K 1.9% 14
2022
Q1 		$5.71M Buy
79,796
+7,999
+11% +$472K 2.12% 13
2021
Q4 		$4.34M Buy
71,797
+21,647
+43% +$1.49M 1.36% 28
2021
Q3 		$3.67M Buy
50,150
+566
+1% +$42.6K 1.18% 38
2021
Q2 		$4.26M Buy
49,584
+11,641
+31% +$952K 1.33% 37
2021
Q1 		$3.15M Sell
37,943
-20
-0.1% -$2.12K 0.97% 44
2020
Q4 		$4.62M Buy
37,963
+12,622
+50% +$1.59M 1.52% 34
2020
Q3 		$2.88M Buy
25,341
+318
+1% +$43.3K 1.27% 37
2020
Q2 		$4.11M Sell
25,023
-137
-0.5% -$17.8K 2.04% 10
2020
Q1 		$2.39M Buy
25,160
+3,081
+14% +$383K 1.88% 13
2019
Q4 		$2.21M Buy
+22,079
New +$2.24M 1.52% 22

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 $6.73T AUM 46.02% 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

Taylor Frigon Capital Management's AYX Position: Q4 2023 in Review

Taylor Frigon Capital Management sold out of Alteryx Inc (AYX) in Q4 2023, closing a stake of 70,161 shares — an estimated $2.64M sold.

Taylor Frigon Capital Management first reported a position in AYX in Q4 2019 and held it in 16 quarters. The position peaked at $5.71M in Q1 2022. 268 funds tracked by Wall St. Rank hold AYX as of Q4 2023.

  • Taylor Frigon Capital Management reported no remaining Alteryx Inc position as of Q4 2023 after selling out during the quarter.
  • Taylor Frigon Capital Management sold 70,161 Alteryx Inc shares in Q4 2023, an estimated $2.64M.
  • Taylor Frigon Capital Management first reported a position in Alteryx Inc in Q4 2019 and held it in 16 quarters.
  • Taylor Frigon Capital Management's Alteryx Inc position peaked at $5.71M in Q1 2022.
  • 268 funds tracked by Wall St. Rank held Alteryx Inc as of Q4 2023.

Based on Taylor Frigon Capital Management's 13F filing for Q4 2023, filed 30 Jan 2024.