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Acorn Wealth Advisors’s Autodesk ADSK Stock Holding History

Acorn Wealth 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
2018
Q3 		– Sell
-107
Closed -$14K – 125
2018
Q2 		$14K Hold
107
– – 0.01% 446
2018
Q1 		$14K Hold
107
– – 0.01% 445
2017
Q4 		$12K Buy
+107
New +$12.5K 0.01% 453

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
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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Acorn Wealth Advisors's ADSK Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Autodesk (ADSK) in Q3 2018, closing a stake of 107 shares — an estimated $14K sold.

Acorn Wealth Advisors first reported a position in ADSK in Q4 2017 and held it in 3 quarters. The position peaked at $14K in Q2 2018. 671 funds tracked by Wall St. Rank hold ADSK as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining Autodesk position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 107 Autodesk shares in Q3 2018, an estimated $14K.
  • Acorn Wealth Advisors first reported a position in Autodesk in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's Autodesk position peaked at $14K in Q2 2018.
  • 671 funds tracked by Wall St. Rank held Autodesk as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.