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Advisor Group’s Autodesk ADSK Stock Holding History

Advisor Group’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
2019
Q4 		$3.13M Sell
17,042
-2,957
-15% -$479K 0.02% 602
2019
Q3 		$2.95M Buy
19,999
+5,583
+39% +$869K 0.02% 610
2019
Q2 		$2.35M Buy
14,416
+1,052
+8% +$177K 0.02% 690
2019
Q1 		$2.08M Buy
13,364
+1,020
+8% +$152K 0.02% 698
2018
Q4 		$1.59M Sell
12,344
-4,447
-26% -$601K 0.02% 723
2018
Q3 		$2.62M Buy
16,791
+7,751
+86% +$1.09M 0.03% 548
2018
Q2 		$1.19M Buy
9,040
+428
+5% +$56.7K 0.02% 778
2018
Q1 		$1.08M Sell
8,612
-2,362
-22% -$281K 0.01% 810
2017
Q4 		$1.15M Buy
10,974
+434
+4% +$50.6K 0.02% 802
2017
Q3 		$1.18M Buy
10,540
+3,956
+60% +$436K 0.02% 719
2017
Q2 		$664K Buy
6,584
+989
+18% +$97.9K 0.01% 973
2017
Q1 		$483K Buy
5,595
+755
+16% +$63.2K 0.01% 1095
2016
Q4 		$358K Sell
4,840
-90
-2% -$6.63K 0.01% 1199
2016
Q3 		$355K Sell
4,930
-10
-0.2% -$630 0.01% 1177
2016
Q2 		$265K Buy
+4,940
New +$286K 0.01% 1258

Other funds holding ADSK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Advisor Group's ADSK Position: Q4 2019 in Review

Advisor Group reduced its Autodesk (ADSK) stake by 15% in Q4 2019, selling an estimated $479K and leaving 17,042 shares worth $3.13M. The position accounts for 0.02% of the portfolio, ranked #602.

Advisor Group first reported a position in ADSK in Q2 2016 and has held it in 15 quarters since. 772 funds tracked by Wall St. Rank hold ADSK as of Q4 2019.

  • Advisor Group held 17,042 shares of Autodesk worth $3.13M as of Q4 2019.
  • Advisor Group sold 2,957 Autodesk shares in Q4 2019, an estimated $479K.
  • Autodesk made up 0.02% of Advisor Group's portfolio in Q4 2019, its #602 holding.
  • Advisor Group first reported a position in Autodesk in Q2 2016 and has held it in 15 quarters since.
  • 772 funds tracked by Wall St. Rank held Autodesk as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.