VNA
AYX

Valley National Advisers’s Alteryx Inc AYX Stock Holding History

Valley National Advisers’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
-30
Closed -$1K – 1308
2023
Q4 		$1K Buy
+30
New +$1.17K ﹤0.01% 1185

Other funds holding AYX

SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Valley National Advisers's AYX Position: Q1 2024 in Review

Valley National Advisers sold out of Alteryx Inc (AYX) in Q1 2024, closing a stake of 30 shares — an estimated $1K sold.

Valley National Advisers first reported a position in AYX in Q4 2023 and held it in 1 quarter. The position peaked at $1K in Q4 2023. 3 funds tracked by Wall St. Rank hold AYX as of Q1 2024.

  • Valley National Advisers reported no remaining Alteryx Inc position as of Q1 2024 after selling out during the quarter.
  • Valley National Advisers sold 30 Alteryx Inc shares in Q1 2024, an estimated $1K.
  • Valley National Advisers first reported a position in Alteryx Inc in Q4 2023 and held it in 1 quarter.
  • Valley National Advisers's Alteryx Inc position peaked at $1K in Q4 2023.
  • 3 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2024.

Based on Valley National Advisers's 13F filing for Q1 2024, filed 19 Apr 2024.