UBS Group
AYX

UBS Group’s Alteryx Inc AYX Stock Holding History

UBS 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
2024
Q1 		– Sell
-84,058
Closed -$3.96M – 10308
2023
Q4 		$3.96M Buy
84,058
+35,027
+71% +$1.36M ﹤0.01% 3028
2023
Q3 		$1.85M Sell
49,031
-32,254
-40% -$1.16M ﹤0.01% 3510
2023
Q2 		$3.69M Buy
81,285
+47,935
+144% +$2.1M ﹤0.01% 2884
2023
Q1 		$1.96M Buy
33,350
+11,907
+56% +$694K ﹤0.01% 3460
2022
Q4 		$1.09M Sell
21,443
-41,382
-66% -$1.97M ﹤0.01% 3996
2022
Q3 		$3.51M Buy
62,825
+25,760
+69% +$1.51M ﹤0.01% 2665
2022
Q2 		$1.79M Sell
37,065
-19,345
-34% -$1.16M ﹤0.01% 3244
2022
Q1 		$4.04M Sell
56,410
-42,013
-43% -$2.48M ﹤0.01% 2753
2021
Q4 		$5.95M Buy
98,423
+73,825
+300% +$5.1M ﹤0.01% 2636
2021
Q3 		$1.8M Sell
24,598
-151,767
-86% -$11.4M ﹤0.01% 3660
2021
Q2 		$15.2M Sell
176,365
-27,976
-14% -$2.29M ﹤0.01% 1700
2021
Q1 		$17M Buy
204,341
+102,171
+100% +$10.8M 0.01% 1553
2020
Q4 		$12.4M Sell
102,170
-21,499
-17% -$2.71M ﹤0.01% 1689
2020
Q3 		$14M Sell
123,669
-15,266
-11% -$2.08M 0.01% 1414
2020
Q2 		$22.8M Buy
138,935
+83,728
+152% +$10.9M 0.01% 1020
2020
Q1 		$5.25M Sell
55,207
-31,764
-37% -$3.95M ﹤0.01% 1875
2019
Q4 		$8.7M Buy
86,971
+13,902
+19% +$1.41M ﹤0.01% 2079
2019
Q3 		$7.85M Sell
73,069
-36,737
-33% -$4.56M ﹤0.01% 1960
2019
Q2 		$12M Buy
109,806
+32,244
+42% +$2.93M ﹤0.01% 1609
2019
Q1 		$6.5M Buy
77,562
+28,216
+57% +$2.04M ﹤0.01% 1994
2018
Q4 		$2.94M Buy
49,346
+3,567
+8% +$194K ﹤0.01% 2652
2018
Q3 		$2.62M Sell
45,779
-11,054
-19% -$563K ﹤0.01% 2971
2018
Q2 		$2.17M Buy
56,833
+27,320
+93% +$953K ﹤0.01% 3087
2018
Q1 		$1.01M Buy
29,513
+5,049
+21% +$157K ﹤0.01% 3698
2017
Q4 		$618K Buy
24,464
+5,196
+27% +$125K ﹤0.01% 4135
2017
Q3 		$392K Buy
19,268
+530
+3% +$11.2K ﹤0.01% 4398
2017
Q2 		$366K Buy
+18,738
New +$337K ﹤0.01% 4348

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 Group's AYX Position: Q1 2024 in Review

UBS Group sold out of Alteryx Inc (AYX) in Q1 2024, closing a stake of 84,058 shares — an estimated $3.96M sold.

UBS Group first reported a position in AYX in Q2 2017 and held it in 27 quarters. The position peaked at $22.8M in Q2 2020. 3 funds tracked by Wall St. Rank hold AYX as of Q1 2024.

  • UBS Group reported no remaining Alteryx Inc position as of Q1 2024 after selling out during the quarter.
  • UBS Group sold 84,058 Alteryx Inc shares in Q1 2024, an estimated $3.96M.
  • UBS Group first reported a position in Alteryx Inc in Q2 2017 and held it in 27 quarters.
  • UBS Group's Alteryx Inc position peaked at $22.8M in Q2 2020.
  • 3 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2024.

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