UBS AM
AYX

UBS AM’s Alteryx Inc AYX Stock Holding History

UBS AM’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
2024
Q1 		– Sell
-84,035
Closed -$3.96M – 2578
2023
Q4 		$3.96M Sell
84,035
-5,644
-6% -$219K ﹤0.01% 1359
2023
Q3 		$3.38M Sell
89,679
-223,284
-71% -$8M ﹤0.01% 1382
2023
Q2 		$18.4M Hold
312,963
– – 0.01% 788
2023
Q1 		$18.4M Sell
312,963
-2,375
-0.8% -$138K 0.01% 788
2022
Q4 		$16M Buy
315,338
+17,434
+6% +$832K 0.01% 806
2022
Q3 		$16.6M Sell
297,904
-45,087
-13% -$2.64M 0.01% 811
2022
Q2 		$16.6M Buy
342,991
+2,923
+0.9% +$175K 0.01% 788
2022
Q1 		$24.3M Buy
340,068
+139,594
+70% +$8.24M 0.01% 792
2021
Q4 		$12.1M Sell
200,474
-1,633
-0.8% -$113K ﹤0.01% 1054
2021
Q3 		$14.8M Sell
202,107
-3,868
-2% -$291K 0.01% 949
2021
Q2 		$17.7M Buy
205,975
+1,432
+0.7% +$117K 0.01% 918
2021
Q1 		$17M Sell
204,543
-3,330
-2% -$353K 0.01% 905
2020
Q4 		$25.3M Buy
207,873
+47,903
+30% +$6.04M 0.01% 785
2020
Q3 		$18.2M Buy
159,970
+806
+0.5% +$110K 0.01% 795
2020
Q2 		$26.1M Buy
159,164
+1,364
+0.9% +$177K 0.02% 658
2020
Q1 		$15M Sell
157,800
-82,194
-34% -$10.2M 0.01% 754
2019
Q4 		$24M Sell
239,994
-15,297
-6% -$1.55M 0.01% 727
2019
Q3 		$27.4M Sell
255,291
-28,345
-10% -$3.52M 0.02% 684
2019
Q2 		$31M Buy
283,636
+25,135
+10% +$2.29M 0.02% 657
2019
Q1 		$21.7M Sell
258,501
-45,196
-15% -$3.26M 0.02% 724
2018
Q4 		$18.1M Sell
303,697
-71,028
-19% -$3.86M 0.02% 725
2018
Q3 		$21.4M Buy
+374,725
New +$19.1M 0.02% 736

Other funds holding AYX

SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

UBS AM's AYX Position: Q1 2024 in Review

UBS AM sold out of Alteryx Inc (AYX) in Q1 2024, closing a stake of 84,035 shares — an estimated $3.96M sold.

UBS AM first reported a position in AYX in Q3 2018 and held it in 22 quarters. The position peaked at $31M in Q2 2019. 3 funds tracked by Wall St. Rank hold AYX as of Q1 2024.

  • UBS AM reported no remaining Alteryx Inc position as of Q1 2024 after selling out during the quarter.
  • UBS AM sold 84,035 Alteryx Inc shares in Q1 2024, an estimated $3.96M.
  • UBS AM first reported a position in Alteryx Inc in Q3 2018 and held it in 22 quarters.
  • UBS AM's Alteryx Inc position peaked at $31M in Q2 2019.
  • 3 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2024.

Based on UBS AM's 13F filing for Q1 2024, filed 15 May 2024.