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
2020 Q3	–	Sell	-400	Closed	-$66K	–	2221
2020 Q2	$66K	Buy	+400	New	+$51.8K	0.01%	629

Other funds holding AYX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

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 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.