Whitney & Co’s Alteryx Inc AYX Stock Holding History

Whitney & Co’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
2018 Q4	–	Sell	-450	Closed	-$26K	–	495
2018 Q3	$26K	Sell	450 -450	-50%	-$22.9K	0.01%	226
2018 Q2	$34K	Hold	900	–	–	0.01%	183
2018 Q1	$31K	Buy	+900	New	+$28K	0.01%	196

Other funds holding AYX

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

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

BCM

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

IHG

Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return

Whitney & Co's AYX Position: Q4 2018 in Review

Whitney & Co sold out of Alteryx Inc (AYX) in Q4 2018, closing a stake of 450 shares — an estimated $26K sold.

Whitney & Co first reported a position in AYX in Q1 2018 and held it in 3 quarters. The position peaked at $34K in Q2 2018. 187 funds tracked by Wall St. Rank hold AYX as of Q4 2018.

Whitney & Co reported no remaining Alteryx Inc position as of Q4 2018 after selling out during the quarter.
Whitney & Co sold 450 Alteryx Inc shares in Q4 2018, an estimated $26K.
Whitney & Co first reported a position in Alteryx Inc in Q1 2018 and held it in 3 quarters.
Whitney & Co's Alteryx Inc position peaked at $34K in Q2 2018.
187 funds tracked by Wall St. Rank held Alteryx Inc as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.