West Financial Advisors’s Alteryx Inc AYX Stock Holding History

West Financial 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
2022 Q2	–	Sell	-170	Closed	-$12K	–	202
2022 Q1	$12K	Hold	170	–	–	﹤0.01%	135
2021 Q4	$10K	Hold	170	–	–	﹤0.01%	151
2021 Q3	$12K	Hold	170	–	–	﹤0.01%	127
2021 Q2	$15K	Hold	170	–	–	﹤0.01%	116
2021 Q1	$14K	Hold	170	–	–	﹤0.01%	120
2020 Q4	$21K	Buy	+170	New	+$21.4K	0.01%	110

Other funds holding AYX

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCM

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

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

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

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

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

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

AAM

Ardevora Asset Management London, United Kingdom $1.12B AUM 26.09% 1-Year Est. Return

West Financial Advisors's AYX Position: Q2 2022 in Review

West Financial Advisors sold out of Alteryx Inc (AYX) in Q2 2022, closing a stake of 170 shares — an estimated $12K sold.

West Financial Advisors first reported a position in AYX in Q4 2020 and held it in 6 quarters. The position peaked at $21K in Q4 2020. 276 funds tracked by Wall St. Rank hold AYX as of Q2 2022.

West Financial Advisors reported no remaining Alteryx Inc position as of Q2 2022 after selling out during the quarter.
West Financial Advisors sold 170 Alteryx Inc shares in Q2 2022, an estimated $12K.
West Financial Advisors first reported a position in Alteryx Inc in Q4 2020 and held it in 6 quarters.
West Financial Advisors's Alteryx Inc position peaked at $21K in Q4 2020.
276 funds tracked by Wall St. Rank held Alteryx Inc as of Q2 2022.

Based on West Financial Advisors's 13F filing for Q2 2022, filed 14 Jul 2022.