WTA
AYX

Washington Trust Advisors’s Alteryx Inc AYX Stock Holding History

Washington Trust 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
2024
Q1 		– Sell
-71
Closed -$3.35K – 684
2023
Q4 		$3.35K Hold
71
– – ﹤0.01% 614
2023
Q3 		$2.68K Hold
71
– – ﹤0.01% 620
2023
Q2 		$3.22K Hold
71
– – ﹤0.01% 593
2023
Q1 		$4.18K Hold
71
– – ﹤0.01% 638
2022
Q4 		$3.6K Hold
71
– – ﹤0.01% 653
2022
Q3 		$4K Hold
71
– – ﹤0.01% 781
2022
Q2 		$3K Buy
71
+27
+61% +$1.61K ﹤0.01% 854
2022
Q1 		$3K Hold
44
– – ﹤0.01% 922
2021
Q4 		$3K Buy
+44
New +$3.04K ﹤0.01% 948

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

Washington Trust Advisors's AYX Position: Q1 2024 in Review

Washington Trust Advisors sold out of Alteryx Inc (AYX) in Q1 2024, closing a stake of 71 shares — an estimated $3.35K sold.

Washington Trust Advisors first reported a position in AYX in Q4 2021 and held it in 9 quarters. The position peaked at $4.18K in Q1 2023. 3 funds tracked by Wall St. Rank hold AYX as of Q1 2024.

  • Washington Trust Advisors reported no remaining Alteryx Inc position as of Q1 2024 after selling out during the quarter.
  • Washington Trust Advisors sold 71 Alteryx Inc shares in Q1 2024, an estimated $3.35K.
  • Washington Trust Advisors first reported a position in Alteryx Inc in Q4 2021 and held it in 9 quarters.
  • Washington Trust Advisors's Alteryx Inc position peaked at $4.18K in Q1 2023.
  • 3 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2024.

Based on Washington Trust Advisors's 13F filing for Q1 2024, filed 7 May 2024.