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	-14,100	Closed	-$665K	–	10309
2023 Q4	$665K	Hold	14,100	–	–	﹤0.01%	4847
2023 Q3	$531K	Sell	14,100 -600	-4%	-$21.5K	﹤0.01%	4600
2023 Q2	$667K	Buy	14,700 +2,500	+20%	+$110K	﹤0.01%	4573
2023 Q1	$718K	Buy	12,200 +1,700	+16%	+$99.1K	﹤0.01%	4399
2022 Q4	$532K	Hold	10,500	–	–	﹤0.01%	4647
2022 Q3	$586K	Buy	+10,500	New	+$616K	﹤0.01%	4190
2022 Q1	–	Sell	-100,000	Closed	-$6.05M	–	11147
2021 Q4	$6.05M	Hold	100,000	–	–	﹤0.01%	2623
2021 Q3	$7.31M	Sell	100,000 -90,000	-47%	-$6.77M	﹤0.01%	2294
2021 Q2	$16.3M	Sell	190,000 -25,000	-12%	-$2.05M	0.01%	1650
2021 Q1	$17.8M	Buy	215,000 +160,000	+291%	+$17M	0.01%	1522
2020 Q4	$6.7M	Buy	+55,000	New	+$6.93M	﹤0.01%	2177

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.