UCFA
AYX

United Capital Financial Advisors’s Alteryx Inc AYX Stock Holding History

United Capital Financial Advisors’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
2021
Q3 		– Sell
-2,346
Closed -$202K – 1254
2021
Q2 		$202K Buy
+2,346
New +$192K ﹤0.01% 1169
2021
Q1 		– Sell
-2,397
Closed -$292K – 1249
2020
Q4 		$292K Sell
2,397
-21
-0.9% -$2.65K ﹤0.01% 1010
2020
Q3 		$275K Sell
2,418
-26,644
-92% -$3.63M ﹤0.01% 979
2020
Q2 		$4.77M Buy
29,062
+24,909
+600% +$3.23M 0.03% 370
2020
Q1 		$395K Sell
4,153
-684
-14% -$85K ﹤0.01% 903
2019
Q4 		$484K Sell
4,837
-44
-0.9% -$4.47K ﹤0.01% 1003
2019
Q3 		$524K Buy
+4,881
New +$606K ﹤0.01% 938

Other funds holding AYX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
LFDLE
La Financiere de L'Echiquier Paris, France $2.29B AUM 37.29% 1-Year Est. Return

United Capital Financial Advisors's AYX Position: Q3 2021 in Review

United Capital Financial Advisors sold out of Alteryx Inc (AYX) in Q3 2021, closing a stake of 2,346 shares — an estimated $202K sold.

United Capital Financial Advisors first reported a position in AYX in Q3 2019 and held it in 7 quarters. The position peaked at $4.77M in Q2 2020. 303 funds tracked by Wall St. Rank hold AYX as of Q3 2021.

  • United Capital Financial Advisors reported no remaining Alteryx Inc position as of Q3 2021 after selling out during the quarter.
  • United Capital Financial Advisors sold 2,346 Alteryx Inc shares in Q3 2021, an estimated $202K.
  • United Capital Financial Advisors first reported a position in Alteryx Inc in Q3 2019 and held it in 7 quarters.
  • United Capital Financial Advisors's Alteryx Inc position peaked at $4.77M in Q2 2020.
  • 303 funds tracked by Wall St. Rank held Alteryx Inc as of Q3 2021.

Based on United Capital Financial Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.