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Realta Investment Advisors’s Autodesk ADSK Stock Holding History

Realta Investment Advisors’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
-493
Closed -$89K – 312
2019
Q4 		$89K Sell
493
-20
-4% -$3.24K 0.02% 532
2019
Q3 		$76K Hold
513
– – 0.02% 562
2019
Q2 		$84K Buy
513
+374
+269% +$62.9K 0.02% 545
2019
Q1 		$21K Buy
+139
New +$20.8K 0.01% 741

Other funds holding ADSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Realta Investment Advisors's ADSK Position: Q1 2020 in Review

Realta Investment Advisors sold out of Autodesk (ADSK) in Q1 2020, closing a stake of 493 shares — an estimated $89K sold.

Realta Investment Advisors first reported a position in ADSK in Q1 2019 and held it in 4 quarters. The position peaked at $89K in Q4 2019. 783 funds tracked by Wall St. Rank hold ADSK as of Q1 2020.

  • Realta Investment Advisors reported no remaining Autodesk position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 493 Autodesk shares in Q1 2020, an estimated $89K.
  • Realta Investment Advisors first reported a position in Autodesk in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Autodesk position peaked at $89K in Q4 2019.
  • 783 funds tracked by Wall St. Rank held Autodesk as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.