Insight Wealth Strategies’s Autodesk ADSK Stock Holding History

Insight Wealth Strategies’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	-7,972	Closed	-$2.21M	–	185
2021 Q1	$2.21M	Buy	7,972 +893	+13%	+$258K	0.3%	47
2020 Q4	$2.16M	Buy	7,079 +305	+5%	+$80.4K	0.37%	36
2020 Q3	$1.56M	Buy	6,774 +1,941	+40%	+$461K	0.29%	42
2020 Q2	$1.16M	Buy	4,833 +1,008	+26%	+$198K	0.26%	39
2020 Q1	$597K	Sell	3,825 -6,536	-63%	-$1.2M	0.16%	62
2019 Q4	$1.9M	Buy	10,361 +385	+4%	+$62.4K	0.4%	50
2019 Q3	$1.47M	Sell	9,976 -1,694	-15%	-$264K	0.35%	56
2019 Q2	$1.9M	Buy	11,670 +2,119	+22%	+$356K	0.46%	35
2019 Q1	$1.49M	Buy	9,551 +318	+3%	+$47.5K	0.42%	46
2018 Q4	$1.19M	Buy	+9,233	New	+$1.25M	0.36%	45

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 $3.38T AUM 44.17% 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

Insight Wealth Strategies's ADSK Position: Q2 2021 in Review

Insight Wealth Strategies sold out of Autodesk (ADSK) in Q2 2021, closing a stake of 7,972 shares — an estimated $2.21M sold.

Insight Wealth Strategies first reported a position in ADSK in Q4 2018 and held it in 10 quarters. The position peaked at $2.21M in Q1 2021. 1,015 funds tracked by Wall St. Rank hold ADSK as of Q2 2021.

Insight Wealth Strategies reported no remaining Autodesk position as of Q2 2021 after selling out during the quarter.
Insight Wealth Strategies sold 7,972 Autodesk shares in Q2 2021, an estimated $2.21M.
Insight Wealth Strategies first reported a position in Autodesk in Q4 2018 and held it in 10 quarters.
Insight Wealth Strategies's Autodesk position peaked at $2.21M in Q1 2021.
1,015 funds tracked by Wall St. Rank held Autodesk as of Q2 2021.

Based on Insight Wealth Strategies's 13F filing for Q2 2021, filed 12 Aug 2021.