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	-68,600	Closed	-$3.24M	–	10307
2023 Q4	$3.24M	Buy	68,600 +56,300	+458%	+$2.19M	﹤0.01%	3273
2023 Q3	$464K	Hold	12,300	–	–	﹤0.01%	4715
2023 Q2	$558K	Buy	12,300 +2,500	+26%	+$110K	﹤0.01%	4727
2023 Q1	$577K	Sell	9,800 -100	-1%	-$5.83K	﹤0.01%	4579
2022 Q4	$502K	Hold	9,900	–	–	﹤0.01%	4704
2022 Q3	$553K	Hold	9,900	–	–	﹤0.01%	4247
2022 Q2	$479K	Hold	9,900	–	–	﹤0.01%	4287
2022 Q1	$708K	Hold	9,900	–	–	﹤0.01%	4428
2021 Q4	$599K	Hold	9,900	–	–	﹤0.01%	4827
2021 Q3	$724K	Hold	9,900	–	–	﹤0.01%	4459
2021 Q2	$852K	Buy	+9,900	New	+$810K	﹤0.01%	4312
2020 Q2	–	Sell	-17,090	Closed	-$1.63M	–	8475
2020 Q1	$1.63M	Hold	17,090	–	–	﹤0.01%	2937
2019 Q4	$1.71M	Buy	+17,090	New	+$1.74M	﹤0.01%	3717

Other funds holding AYX

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

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.