WAM
AYX

Wealthspire Advisors (Maryland)’s Alteryx Inc AYX Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-14
Closed -$1K – 2190
2019
Q1 		$1K Buy
+14
New +$1.01K ﹤0.01% 2422

Other funds holding AYX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AYX Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Alteryx Inc (AYX) in Q2 2019, closing a stake of 14 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in AYX in Q1 2019 and held it in 1 quarter. The position peaked at $1K in Q1 2019. 277 funds tracked by Wall St. Rank hold AYX as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Alteryx Inc position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 14 Alteryx Inc shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Alteryx Inc in Q1 2019 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Alteryx Inc position peaked at $1K in Q1 2019.
  • 277 funds tracked by Wall St. Rank held Alteryx Inc as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.