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Avantax Planning Partners’s Autodesk ADSK Stock Holding History

Avantax Planning Partners’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
2018
Q2 		– Sell
-65
Closed -$8K – 252
2018
Q1 		$8K Buy
+65
New +$7.74K ﹤0.01% 1134

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Avantax Planning Partners's ADSK Position: Q2 2018 in Review

Avantax Planning Partners sold out of Autodesk (ADSK) in Q2 2018, closing a stake of 65 shares — an estimated $8K sold.

Avantax Planning Partners first reported a position in ADSK in Q1 2018 and held it in 1 quarter. The position peaked at $8K in Q1 2018. 638 funds tracked by Wall St. Rank hold ADSK as of Q2 2018.

  • Avantax Planning Partners reported no remaining Autodesk position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 65 Autodesk shares in Q2 2018, an estimated $8K.
  • Avantax Planning Partners first reported a position in Autodesk in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Autodesk position peaked at $8K in Q1 2018.
  • 638 funds tracked by Wall St. Rank held Autodesk as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.