MFG
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Magnus Financial Group’s Autodesk ADSK Stock Holding History

Magnus Financial Group’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
Q1 		– Sell
-1,102
Closed -$336K – 235
2020
Q4 		$336K Buy
1,102
+33
+3% +$8.7K 0.03% 199
2020
Q3 		$247K Sell
1,069
-359
-25% -$85.3K 0.03% 225
2020
Q2 		$342K Buy
+1,428
New +$281K 0.04% 292

Other funds holding ADSK

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $74.3B AUM 24.01% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Magnus Financial Group's ADSK Position: Q1 2021 in Review

Magnus Financial Group sold out of Autodesk (ADSK) in Q1 2021, closing a stake of 1,102 shares — an estimated $336K sold.

Magnus Financial Group first reported a position in ADSK in Q2 2020 and held it in 3 quarters. The position peaked at $342K in Q2 2020. 1,024 funds tracked by Wall St. Rank hold ADSK as of Q1 2021.

  • Magnus Financial Group reported no remaining Autodesk position as of Q1 2021 after selling out during the quarter.
  • Magnus Financial Group sold 1,102 Autodesk shares in Q1 2021, an estimated $336K.
  • Magnus Financial Group first reported a position in Autodesk in Q2 2020 and held it in 3 quarters.
  • Magnus Financial Group's Autodesk position peaked at $342K in Q2 2020.
  • 1,024 funds tracked by Wall St. Rank held Autodesk as of Q1 2021.

Based on Magnus Financial Group's 13F filing for Q1 2021, filed 5 May 2021.