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Okabena Investment Services’s Autodesk ADSK Stock Holding History

Okabena Investment Services’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
2020
Q1 		– Sell
-6,875
Closed -$1.26M – 70
2019
Q4 		$1.26M Buy
+6,875
New +$1.11M 1.17% 37

Other funds holding ADSK

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Okabena Investment Services's ADSK Position: Q1 2020 in Review

Okabena Investment Services sold out of Autodesk (ADSK) in Q1 2020, closing a stake of 6,875 shares — an estimated $1.26M sold.

Okabena Investment Services first reported a position in ADSK in Q4 2019 and held it in 1 quarter. The position peaked at $1.26M in Q4 2019. 784 funds tracked by Wall St. Rank hold ADSK as of Q1 2020.

  • Okabena Investment Services reported no remaining Autodesk position as of Q1 2020 after selling out during the quarter.
  • Okabena Investment Services sold 6,875 Autodesk shares in Q1 2020, an estimated $1.26M.
  • Okabena Investment Services first reported a position in Autodesk in Q4 2019 and held it in 1 quarter.
  • Okabena Investment Services's Autodesk position peaked at $1.26M in Q4 2019.
  • 784 funds tracked by Wall St. Rank held Autodesk as of Q1 2020.

Based on Okabena Investment Services's 13F filing for Q1 2020, filed 8 May 2020.