AWM
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Alterna Wealth Management’s Autodesk ADSK Stock Holding History

Alterna Wealth Management’s Portfolio ADSK Stock Details ADSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-6,398
Closed -$645K – 108
2018
Q4 		$645K Buy
+6,398
New +$864K 0.11% 143

Other funds holding ADSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Alterna Wealth Management's ADSK Position: Q1 2019 in Review

Alterna Wealth Management sold out of Autodesk (ADSK) in Q1 2019, closing a stake of 6,398 shares — an estimated $645K sold.

Alterna Wealth Management first reported a position in ADSK in Q4 2018 and held it in 1 quarter. The position peaked at $645K in Q4 2018. 733 funds tracked by Wall St. Rank hold ADSK as of Q1 2019.

  • Alterna Wealth Management reported no remaining Autodesk position as of Q1 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 6,398 Autodesk shares in Q1 2019, an estimated $645K.
  • Alterna Wealth Management first reported a position in Autodesk in Q4 2018 and held it in 1 quarter.
  • Alterna Wealth Management's Autodesk position peaked at $645K in Q4 2018.
  • 733 funds tracked by Wall St. Rank held Autodesk as of Q1 2019.

Based on Alterna Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.