Williams Jones Wealth Management’s Alteryx Inc AYX Stock Holding History

Williams Jones Wealth Management’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
2020 Q3	–	Sell	-1,604	Closed	-$264K	–	458
2020 Q2	$264K	Sell	1,604 -700	-30%	-$90.7K	0.01%	336
2020 Q1	$219K	Buy	+2,304	New	+$286K	0.01%	337
2019 Q4	–	Sell	-2,604	Closed	-$280K	–	465
2019 Q3	$280K	Buy	+2,604	New	+$323K	0.01%	355

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

BCM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

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

Williams Jones Wealth Management's AYX Position: Q3 2020 in Review

Williams Jones Wealth Management sold out of Alteryx Inc (AYX) in Q3 2020, closing a stake of 1,604 shares — an estimated $264K sold.

Williams Jones Wealth Management first reported a position in AYX in Q3 2019 and held it in 3 quarters. The position peaked at $280K in Q3 2019. 366 funds tracked by Wall St. Rank hold AYX as of Q3 2020.

Williams Jones Wealth Management reported no remaining Alteryx Inc position as of Q3 2020 after selling out during the quarter.
Williams Jones Wealth Management sold 1,604 Alteryx Inc shares in Q3 2020, an estimated $264K.
Williams Jones Wealth Management first reported a position in Alteryx Inc in Q3 2019 and held it in 3 quarters.
Williams Jones Wealth Management's Alteryx Inc position peaked at $280K in Q3 2019.
366 funds tracked by Wall St. Rank held Alteryx Inc as of Q3 2020.

Based on Williams Jones Wealth Management's 13F filing for Q3 2020, filed 13 Nov 2020.