Omnia Family Wealth’s Autodesk ADSK Stock Holding History

Omnia 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	-777	Closed	-$121K	–	105
2019 Q1	$121K	Buy	777 +600	+339%	+$89.7K	0.06%	116
2018 Q4	$23K	Hold	177	–	–	0.01%	187
2018 Q3	$28K	Hold	177	–	–	0.01%	184
2018 Q2	$23K	Hold	177	–	–	0.01%	202
2018 Q1	$22K	Hold	177	–	–	0.01%	201
2017 Q4	$19K	Hold	177	–	–	0.01%	237
2017 Q3	$20K	Hold	177	–	–	0.01%	203
2017 Q2	$18K	Hold	177	–	–	0.01%	223
2017 Q1	$15K	Hold	177	–	–	0.01%	236
2016 Q4	$13K	Buy	+177	New	+$13K	0.01%	255

Other funds holding ADSK

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Omnia Family Wealth's ADSK Position: Q2 2019 in Review

Omnia Family Wealth sold out of Autodesk (ADSK) in Q2 2019, closing a stake of 777 shares — an estimated $121K sold.

Omnia Family Wealth first reported a position in ADSK in Q4 2016 and held it in 10 quarters. The position peaked at $121K in Q1 2019. 738 funds tracked by Wall St. Rank hold ADSK as of Q2 2019.

Omnia Family Wealth reported no remaining Autodesk position as of Q2 2019 after selling out during the quarter.
Omnia Family Wealth sold 777 Autodesk shares in Q2 2019, an estimated $121K.
Omnia Family Wealth first reported a position in Autodesk in Q4 2016 and held it in 10 quarters.
Omnia Family Wealth's Autodesk position peaked at $121K in Q1 2019.
738 funds tracked by Wall St. Rank held Autodesk as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.