VFA
AYX

Valeo Financial Advisors’s Alteryx Inc AYX Stock Holding History

Valeo 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
Q1 		– Sell
-683
Closed -$83K – 2228
2020
Q4 		$83K Hold
683
– – ﹤0.01% 623
2020
Q3 		$78K Hold
683
– – 0.01% 533
2020
Q2 		$112K Hold
683
– – 0.01% 474
2020
Q1 		$74K Buy
683
+178
+35% +$22.1K 0.01% 498
2019
Q4 		$51K Buy
505
+5
+1% +$508 0.01% 644
2019
Q3 		$54K Buy
+500
New +$62K 0.01% 581

Other funds holding AYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valeo Financial Advisors's AYX Position: Q1 2021 in Review

Valeo Financial Advisors sold out of Alteryx Inc (AYX) in Q1 2021, closing a stake of 683 shares — an estimated $83K sold.

Valeo Financial Advisors first reported a position in AYX in Q3 2019 and held it in 6 quarters. The position peaked at $112K in Q2 2020. 341 funds tracked by Wall St. Rank hold AYX as of Q1 2021.

  • Valeo Financial Advisors reported no remaining Alteryx Inc position as of Q1 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 683 Alteryx Inc shares in Q1 2021, an estimated $83K.
  • Valeo Financial Advisors first reported a position in Alteryx Inc in Q3 2019 and held it in 6 quarters.
  • Valeo Financial Advisors's Alteryx Inc position peaked at $112K in Q2 2020.
  • 341 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2021.

Based on Valeo Financial Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.