RMR Wealth Builders’s Autodesk ADSK Stock Holding History

RMR Wealth Builders’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
2021 Q2	–	Sell	-768	Closed	-$213K	–	183
2021 Q1	$213K	Buy	+768	New	+$221K	0.06%	182
2019 Q4	$177K	Buy	+964	New	+$156K	0.17%	125

Other funds holding ADSK

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RMR Wealth Builders's ADSK Position: Q2 2021 in Review

RMR Wealth Builders sold out of Autodesk (ADSK) in Q2 2021, closing a stake of 768 shares — an estimated $213K sold.

RMR Wealth Builders first reported a position in ADSK in Q4 2019 and held it in 2 quarters. The position peaked at $213K in Q1 2021. 1,015 funds tracked by Wall St. Rank hold ADSK as of Q2 2021.

RMR Wealth Builders reported no remaining Autodesk position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 768 Autodesk shares in Q2 2021, an estimated $213K.
RMR Wealth Builders first reported a position in Autodesk in Q4 2019 and held it in 2 quarters.
RMR Wealth Builders's Autodesk position peaked at $213K in Q1 2021.
1,015 funds tracked by Wall St. Rank held Autodesk as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.