VWA
AYX

V Wealth Advisors’s Alteryx Inc AYX Stock Holding History

V Wealth 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
-3,244
Closed -$279K – 573
2021
Q2 		$279K Sell
3,244
-2,071
-39% -$169K 0.04% 386
2021
Q1 		$441K Buy
+5,315
New +$563K 0.08% 271

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 $5.72T AUM 30.48% 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 $704M AUM 6.25% 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

V Wealth Advisors's AYX Position: Q3 2021 in Review

V Wealth Advisors sold out of Alteryx Inc (AYX) in Q3 2021, closing a stake of 3,244 shares — an estimated $279K sold.

V Wealth Advisors first reported a position in AYX in Q1 2021 and held it in 2 quarters. The position peaked at $441K in Q1 2021. 303 funds tracked by Wall St. Rank hold AYX as of Q3 2021.

  • V Wealth Advisors reported no remaining Alteryx Inc position as of Q3 2021 after selling out during the quarter.
  • V Wealth Advisors sold 3,244 Alteryx Inc shares in Q3 2021, an estimated $279K.
  • V Wealth Advisors first reported a position in Alteryx Inc in Q1 2021 and held it in 2 quarters.
  • V Wealth Advisors's Alteryx Inc position peaked at $441K in Q1 2021.
  • 303 funds tracked by Wall St. Rank held Alteryx Inc as of Q3 2021.

Based on V Wealth Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.