PAS
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Partnervest Advisory Services’s Autodesk ADSK Stock Holding History

Partnervest Advisory 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
2019
Q2 		– Sell
-6
Closed -$1K – 242
2019
Q1 		$1K Buy
+6
New +$897 ﹤0.01% 242

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Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Bank of America
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

Partnervest Advisory Services's ADSK Position: Q2 2019 in Review

Partnervest Advisory Services sold out of Autodesk (ADSK) in Q2 2019, closing a stake of 113 shares — an estimated $18K sold.

Partnervest Advisory Services first reported a position in ADSK in Q1 2019 and held it in 1 quarter. The position peaked at $18K in Q1 2019. 738 funds tracked by Wall St. Rank hold ADSK as of Q2 2019.

  • Partnervest Advisory Services reported no remaining Autodesk position as of Q2 2019 after selling out during the quarter.
  • Partnervest Advisory Services sold 113 Autodesk shares in Q2 2019, an estimated $18K.
  • Partnervest Advisory Services first reported a position in Autodesk in Q1 2019 and held it in 1 quarter.
  • Partnervest Advisory Services's Autodesk position peaked at $18K in Q1 2019.
  • 738 funds tracked by Wall St. Rank held Autodesk as of Q2 2019.

Based on Partnervest Advisory Services's 13F filing for Q2 2019, filed 7 Aug 2019.