WT
AYX

Whittier Trust’s Alteryx Inc AYX Stock Holding History

Whittier Trust’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
-465
Closed -$21.9K – 1576
2023
Q4 		$21.9K Sell
465
-1
-0.2% -$39 ﹤0.01% 1090
2023
Q3 		$17.6K Hold
466
– – ﹤0.01% 1140
2023
Q2 		$21.2K Sell
466
-123
-21% -$5.39K ﹤0.01% 1114
2023
Q1 		$34.7K Buy
589
+158
+37% +$9.21K ﹤0.01% 1031
2022
Q4 		$21.8K Sell
431
-755
-64% -$36K ﹤0.01% 1126
2022
Q3 		$67K Sell
1,186
-37
-3% -$2.17K ﹤0.01% 917
2022
Q2 		$59K Hold
1,223
– – ﹤0.01% 925
2022
Q1 		$88K Sell
1,223
-43
-3% -$2.54K ﹤0.01% 853
2021
Q4 		$77K Sell
1,266
-1,916
-60% -$132K ﹤0.01% 884
2021
Q3 		$232K Sell
3,182
-14,840
-82% -$1.12M ﹤0.01% 614
2021
Q2 		$1.55M Buy
18,022
+2,110
+13% +$173K 0.03% 299
2021
Q1 		$1.32M Buy
15,912
+1,065
+7% +$113K 0.03% 325
2020
Q4 		$1.81M Buy
14,847
+810
+6% +$102K 0.04% 259
2020
Q3 		$1.59M Buy
14,037
+1,169
+9% +$159K 0.04% 273
2020
Q2 		$2.11M Buy
12,868
+689
+6% +$89.3K 0.06% 219
2020
Q1 		$1.16M Buy
+12,179
New +$1.51M 0.04% 273

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

Whittier Trust's AYX Position: Q1 2024 in Review

Whittier Trust sold out of Alteryx Inc (AYX) in Q1 2024, closing a stake of 465 shares — an estimated $21.9K sold.

Whittier Trust first reported a position in AYX in Q1 2020 and held it in 16 quarters. The position peaked at $2.11M in Q2 2020. 3 funds tracked by Wall St. Rank hold AYX as of Q1 2024.

  • Whittier Trust reported no remaining Alteryx Inc position as of Q1 2024 after selling out during the quarter.
  • Whittier Trust sold 465 Alteryx Inc shares in Q1 2024, an estimated $21.9K.
  • Whittier Trust first reported a position in Alteryx Inc in Q1 2020 and held it in 16 quarters.
  • Whittier Trust's Alteryx Inc position peaked at $2.11M in Q2 2020.
  • 3 funds tracked by Wall St. Rank held Alteryx Inc as of Q1 2024.

Based on Whittier Trust's 13F filing for Q1 2024, filed 2 May 2024.