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Family Management’s Autodesk ADSK Stock Holding History

Family 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
2021
Q2 		– Sell
-9,558
Closed -$2.65M – 199
2021
Q1 		$2.65M Sell
9,558
-5,109
-35% -$1.47M 0.83% 39
2020
Q4 		$4.48M Buy
14,667
+1,119
+8% +$295K 1.53% 20
2020
Q3 		$3.13M Sell
13,548
-503
-4% -$120K 1.37% 22
2020
Q2 		$3.36M Buy
+14,051
New +$2.76M 1.37% 19

Other funds holding ADSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Family Management's ADSK Position: Q2 2021 in Review

Family Management sold out of Autodesk (ADSK) in Q2 2021, closing a stake of 9,558 shares — an estimated $2.65M sold.

Family Management first reported a position in ADSK in Q2 2020 and held it in 4 quarters. The position peaked at $4.48M in Q4 2020. 1,015 funds tracked by Wall St. Rank hold ADSK as of Q2 2021.

  • Family Management reported no remaining Autodesk position as of Q2 2021 after selling out during the quarter.
  • Family Management sold 9,558 Autodesk shares in Q2 2021, an estimated $2.65M.
  • Family Management first reported a position in Autodesk in Q2 2020 and held it in 4 quarters.
  • Family Management's Autodesk position peaked at $4.48M in Q4 2020.
  • 1,015 funds tracked by Wall St. Rank held Autodesk as of Q2 2021.

Based on Family Management's 13F filing for Q2 2021, filed 13 Aug 2021.