VF
AYX

VitalStone Financial’s Alteryx Inc AYX Stock Holding History

VitalStone Financial’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
-10
Closed – – 635
2023
Q4 		$0 Hold
10
– – ﹤0.01% 616
2023
Q3 		$0 Hold
10
– – ﹤0.01% 682
2023
Q2 		$1K Hold
10
– – ﹤0.01% 900
2023
Q1 		$1K Hold
10
– – ﹤0.01% 364
2022
Q4 		$1K Buy
+10
New +$477 ﹤0.01% 509

Other funds holding AYX

SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

VitalStone Financial's AYX Position: Q1 2024 in Review

VitalStone Financial sold out of Alteryx Inc (AYX) in Q1 2024, closing a stake of 10 shares.

VitalStone Financial first reported a position in AYX in Q4 2022 and held it in 5 quarters. The position peaked at $1K in Q2 2023. 3 funds tracked by Wall St. Rank hold AYX as of Q1 2024.

  • VitalStone Financial reported no remaining Alteryx Inc position as of Q1 2024 after selling out during the quarter.
  • VitalStone Financial sold 10 Alteryx Inc shares in Q1 2024.
  • VitalStone Financial first reported a position in Alteryx Inc in Q4 2022 and held it in 5 quarters.
  • VitalStone Financial's Alteryx Inc position peaked at $1K in Q2 2023.
  • 3 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2024.

Based on VitalStone Financial's 13F filing for Q1 2024, filed 6 May 2024.