Waratah Capital Advisors’s Autodesk ADSK Stock Holding History

Waratah Capital 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
2021 Q2	–	Sell	-1,040	Closed	-$288K	–	260
2021 Q1	$288K	Sell	1,040 -5,823	-85%	-$1.68M	0.01%	241
2020 Q4	$2.1M	Buy	+6,863	New	+$1.81M	0.14%	105
2020 Q3	–	Sell	-55,317	Closed	-$13.2M	–	166
2020 Q2	$13.2M	Buy	+55,317	New	+$10.9M	1.13%	30
2018 Q4	–	Sell	-8,300	Closed	-$1.3M	–	95
2018 Q3	$1.3M	Buy	+8,300	New	+$1.17M	0.13%	98
2018 Q2	–	Sell	-4,230	Closed	-$531K	–	144
2018 Q1	$531K	Buy	+4,230	New	+$504K	0.06%	95

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 $3.38T AUM 44.17% 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

Waratah Capital Advisors's ADSK Position: Q2 2021 in Review

Waratah Capital Advisors sold out of Autodesk (ADSK) in Q2 2021, closing a stake of 1,040 shares — an estimated $288K sold.

Waratah Capital Advisors first reported a position in ADSK in Q1 2018 and held it in 5 quarters. The position peaked at $13.2M in Q2 2020. 1,015 funds tracked by Wall St. Rank hold ADSK as of Q2 2021.

Waratah Capital Advisors reported no remaining Autodesk position as of Q2 2021 after selling out during the quarter.
Waratah Capital Advisors sold 1,040 Autodesk shares in Q2 2021, an estimated $288K.
Waratah Capital Advisors first reported a position in Autodesk in Q1 2018 and held it in 5 quarters.
Waratah Capital Advisors's Autodesk position peaked at $13.2M in Q2 2020.
1,015 funds tracked by Wall St. Rank held Autodesk as of Q2 2021.

Based on Waratah Capital Advisors's 13F filing for Q2 2021, filed 3 Aug 2021.