MFW
ADSK icon

Mosaic Family Wealth’s Autodesk ADSK Stock Holding History

Mosaic Family Wealth’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
2019
Q2 		– Sell
-373
Closed -$58K – 175
2019
Q1 		$58K Hold
373
– – 0.02% 298
2018
Q4 		$48K Buy
373
+81
+28% +$10.9K 0.02% 313
2018
Q3 		$38K Hold
292
– – 0.02% 352
2018
Q2 		$38K Sell
292
-37
-11% -$4.9K 0.01% 344
2018
Q1 		$41K Sell
329
-270
-45% -$32.2K 0.02% 335
2017
Q4 		$63K Sell
599
-1,644
-73% -$192K 0.02% 295
2017
Q3 		$252K Sell
2,243
-10
-0.4% -$1.1K 0.1% 157
2017
Q2 		$227K Hold
2,253
– – 0.1% 162
2017
Q1 		$195K Sell
2,253
-73
-3% -$6.11K 0.08% 176
2016
Q4 		$172K Buy
2,326
+11
+0.5% +$810 0.08% 180
2016
Q3 		$167K Sell
2,315
-96
-4% -$6.05K 0.08% 185
2016
Q2 		$131K Sell
2,411
-246
-9% -$14.2K 0.06% 200
2016
Q1 		$154K Buy
2,657
+88
+3% +$4.59K 0.07% 175
2015
Q4 		$156K Buy
+2,569
New +$149K 0.07% 167

Other funds holding ADSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return