IAM Advisory’s Autodesk ADSK Stock Holding History

IAM Advisory’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	-3,365	Closed	-$967K	–	47
2021 Q1	$967K	Buy	3,365 +55	+2%	+$15.9K	0.42%	33
2020 Q4	$969K	Buy	+3,310	New	+$872K	0.49%	32

Other funds holding ADSK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

IAM Advisory's ADSK Position: Q2 2021 in Review

IAM Advisory sold out of Autodesk (ADSK) in Q2 2021, closing a stake of 3,365 shares — an estimated $967K sold.

IAM Advisory first reported a position in ADSK in Q4 2020 and held it in 2 quarters. The position peaked at $969K in Q4 2020. 1,015 funds tracked by Wall St. Rank hold ADSK as of Q2 2021.

IAM Advisory reported no remaining Autodesk position as of Q2 2021 after selling out during the quarter.
IAM Advisory sold 3,365 Autodesk shares in Q2 2021, an estimated $967K.
IAM Advisory first reported a position in Autodesk in Q4 2020 and held it in 2 quarters.
IAM Advisory's Autodesk position peaked at $969K in Q4 2020.
1,015 funds tracked by Wall St. Rank held Autodesk as of Q2 2021.

Based on IAM Advisory's 13F filing for Q2 2021, filed 20 Jul 2021.