Valley Wealth Managers’s Alteryx Inc AYX Stock Holding History

Valley Wealth Managers’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
2022 Q4	–	Sell	-18	Closed	-$859	–	360
2022 Q3	$1K	Buy	+18	New	+$1.05K	﹤0.01%	424

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Valley Wealth Managers's AYX Position: Q4 2022 in Review

Valley Wealth Managers sold out of Alteryx Inc (AYX) in Q4 2022, closing a stake of 18 shares — an estimated $859 sold.

Valley Wealth Managers first reported a position in AYX in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 281 funds tracked by Wall St. Rank hold AYX as of Q4 2022.

Valley Wealth Managers reported no remaining Alteryx Inc position as of Q4 2022 after selling out during the quarter.
Valley Wealth Managers sold 18 Alteryx Inc shares in Q4 2022, an estimated $859.
Valley Wealth Managers first reported a position in Alteryx Inc in Q3 2022 and held it in 1 quarter.
Valley Wealth Managers's Alteryx Inc position peaked at $1K in Q3 2022.
281 funds tracked by Wall St. Rank held Alteryx Inc as of Q4 2022.

Based on Valley Wealth Managers's 13F filing for Q4 2022, filed 1 Feb 2023.