TJHA
AYX

Thomas J. Herzfeld Advisors’s Alteryx Inc AYX Stock Holding History

Thomas J. Herzfeld Advisors’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
Q3 		– Sell
-7
Closed -$1K – 301
2020
Q2 		$1K Buy
+7
New +$907 ﹤0.01% 290

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
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Thomas J. Herzfeld Advisors's AYX Position: Q3 2020 in Review

Thomas J. Herzfeld Advisors sold out of Alteryx Inc (AYX) in Q3 2020, closing a stake of 7 shares — an estimated $1K sold.

Thomas J. Herzfeld Advisors first reported a position in AYX in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 366 funds tracked by Wall St. Rank hold AYX as of Q3 2020.

  • Thomas J. Herzfeld Advisors reported no remaining Alteryx Inc position as of Q3 2020 after selling out during the quarter.
  • Thomas J. Herzfeld Advisors sold 7 Alteryx Inc shares in Q3 2020, an estimated $1K.
  • Thomas J. Herzfeld Advisors first reported a position in Alteryx Inc in Q2 2020 and held it in 1 quarter.
  • Thomas J. Herzfeld Advisors's Alteryx Inc position peaked at $1K in Q2 2020.
  • 366 funds tracked by Wall St. Rank held Alteryx Inc as of Q3 2020.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.