9258 Wealth Management’s Autodesk ADSK Stock Holding History

9258 Wealth Management’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	-1,090	Closed	-$200K	–	274
2019 Q4	$200K	Buy	+1,090	New	+$177K	0.07%	284

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 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

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

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

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

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

9258 Wealth Management's ADSK Position: Q1 2020 in Review

9258 Wealth Management sold out of Autodesk (ADSK) in Q1 2020, closing a stake of 1,090 shares — an estimated $200K sold.

9258 Wealth Management first reported a position in ADSK in Q4 2019 and held it in 1 quarter. The position peaked at $200K in Q4 2019. 783 funds tracked by Wall St. Rank hold ADSK as of Q1 2020.

9258 Wealth Management reported no remaining Autodesk position as of Q1 2020 after selling out during the quarter.
9258 Wealth Management sold 1,090 Autodesk shares in Q1 2020, an estimated $200K.
9258 Wealth Management first reported a position in Autodesk in Q4 2019 and held it in 1 quarter.
9258 Wealth Management's Autodesk position peaked at $200K in Q4 2019.
783 funds tracked by Wall St. Rank held Autodesk as of Q1 2020.

Based on 9258 Wealth Management's 13F filing for Q1 2020, filed 5 May 2020.