WP
AYX

WealthPLAN Partners’s Alteryx Inc AYX Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-46
Closed -$2.09K – 1240
2023
Q2 		$2.09K Hold
46
– – ﹤0.01% 1069
2023
Q1 		$2.71K Buy
+46
New +$2.68K ﹤0.01% 1097

Other funds holding AYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return
OPFM
Optimus Prime Fund Management Grand Cayman, Cayman Islands $1.35B AUM 37.07% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.66B AUM 39.91% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

WealthPLAN Partners's AYX Position: Q3 2023 in Review

WealthPLAN Partners sold out of Alteryx Inc (AYX) in Q3 2023, closing a stake of 46 shares — an estimated $2.09K sold.

WealthPLAN Partners first reported a position in AYX in Q1 2023 and held it in 2 quarters. The position peaked at $2.71K in Q1 2023. 276 funds tracked by Wall St. Rank hold AYX as of Q3 2023.

  • WealthPLAN Partners reported no remaining Alteryx Inc position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 46 Alteryx Inc shares in Q3 2023, an estimated $2.09K.
  • WealthPLAN Partners first reported a position in Alteryx Inc in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Alteryx Inc position peaked at $2.71K in Q1 2023.
  • 276 funds tracked by Wall St. Rank held Alteryx Inc as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.