1776 Wealth’s Autodesk ADSK Stock Holding History

1776 Wealth’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 Q3	–	Sell	-300	Closed	-$71K	–	115
2020 Q2	$71K	Sell	300 -300	-50%	-$59K	0.05%	165
2020 Q1	$101K	Buy	600 +300	+100%	+$55.1K	0.04%	180
2019 Q4	$55K	Buy	+300	New	+$48.6K	0.05%	178

Other funds holding ADSK

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

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

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

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

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

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

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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1776 Wealth's ADSK Position: Q3 2020 in Review

1776 Wealth sold out of Autodesk (ADSK) in Q3 2020, closing a stake of 300 shares — an estimated $71K sold.

1776 Wealth first reported a position in ADSK in Q4 2019 and held it in 3 quarters. The position peaked at $101K in Q1 2020. 892 funds tracked by Wall St. Rank hold ADSK as of Q3 2020.

1776 Wealth reported no remaining Autodesk position as of Q3 2020 after selling out during the quarter.
1776 Wealth sold 300 Autodesk shares in Q3 2020, an estimated $71K.
1776 Wealth first reported a position in Autodesk in Q4 2019 and held it in 3 quarters.
1776 Wealth's Autodesk position peaked at $101K in Q1 2020.
892 funds tracked by Wall St. Rank held Autodesk as of Q3 2020.

Based on 1776 Wealth's 13F filing for Q3 2020, filed 12 Nov 2020.