Polaris Wealth Advisory Group’s Autodesk ADSK Stock Holding History

Polaris Wealth Advisory 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
2019 Q2	–	Sell	-23,619	Closed	-$3.87M	–	142
2019 Q1	$3.87M	Sell	23,619 -3,064	-11%	-$458K	0.29%	62
2018 Q4	$3.43M	Sell	26,683 -1,389	-5%	-$188K	0.32%	57
2018 Q3	$4.38M	Sell	28,072 -1,126	-4%	-$159K	0.3%	66
2018 Q2	$3.67M	Hold	29,198	–	–	0.31%	58
2018 Q1	$3.67M	Buy	29,198 +7,571	+35%	+$902K	0.3%	59
2017 Q4	$2.27M	Buy	21,627 +3,359	+18%	+$392K	0.19%	69
2017 Q3	$2.05M	Buy	+18,268	New	+$2.02M	0.18%	69

Other funds holding ADSK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Polaris Wealth Advisory Group's ADSK Position: Q2 2019 in Review

Polaris Wealth Advisory Group sold out of Autodesk (ADSK) in Q2 2019, closing a stake of 23,619 shares — an estimated $3.87M sold.

Polaris Wealth Advisory Group first reported a position in ADSK in Q3 2017 and held it in 7 quarters. The position peaked at $4.38M in Q3 2018. 737 funds tracked by Wall St. Rank hold ADSK as of Q2 2019.

Polaris Wealth Advisory Group reported no remaining Autodesk position as of Q2 2019 after selling out during the quarter.
Polaris Wealth Advisory Group sold 23,619 Autodesk shares in Q2 2019, an estimated $3.87M.
Polaris Wealth Advisory Group first reported a position in Autodesk in Q3 2017 and held it in 7 quarters.
Polaris Wealth Advisory Group's Autodesk position peaked at $4.38M in Q3 2018.
737 funds tracked by Wall St. Rank held Autodesk as of Q2 2019.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2019, filed 25 Jul 2019.