TrueWealth LLC’s Alteryx Inc AYX Stock Holding History

TrueWealth LLC’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 Q1	–	Sell	-36	Closed	-$4K	–	804
2019 Q4	$4K	Buy	+36	New	+$3.66K	﹤0.01%	617

Other funds holding AYX

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

TrueWealth LLC's AYX Position: Q1 2020 in Review

TrueWealth LLC sold out of Alteryx Inc (AYX) in Q1 2020, closing a stake of 36 shares — an estimated $4K sold.

TrueWealth LLC first reported a position in AYX in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 322 funds tracked by Wall St. Rank hold AYX as of Q1 2020.

TrueWealth LLC reported no remaining Alteryx Inc position as of Q1 2020 after selling out during the quarter.
TrueWealth LLC sold 36 Alteryx Inc shares in Q1 2020, an estimated $4K.
TrueWealth LLC first reported a position in Alteryx Inc in Q4 2019 and held it in 1 quarter.
TrueWealth LLC's Alteryx Inc position peaked at $4K in Q4 2019.
322 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2020.

Based on TrueWealth LLC's 13F filing for Q1 2020, filed 13 Apr 2020.