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Advisory Resource Group’s Autodesk ADSK Stock Holding History

Advisory Resource 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
2021
Q3 		– Sell
-1,689
Closed -$493K – 136
2021
Q2 		$493K Buy
1,689
+64
+4% +$18.3K 0.2% 71
2021
Q1 		$450K Buy
1,625
+21
+1% +$6.06K 0.21% 67
2020
Q4 		$490K Buy
+1,604
New +$423K 0.24% 55

Other funds holding ADSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Advisory Resource Group's ADSK Position: Q3 2021 in Review

Advisory Resource Group sold out of Autodesk (ADSK) in Q3 2021, closing a stake of 1,689 shares — an estimated $493K sold.

Advisory Resource Group first reported a position in ADSK in Q4 2020 and held it in 3 quarters. The position peaked at $493K in Q2 2021. 1,024 funds tracked by Wall St. Rank hold ADSK as of Q3 2021.

  • Advisory Resource Group reported no remaining Autodesk position as of Q3 2021 after selling out during the quarter.
  • Advisory Resource Group sold 1,689 Autodesk shares in Q3 2021, an estimated $493K.
  • Advisory Resource Group first reported a position in Autodesk in Q4 2020 and held it in 3 quarters.
  • Advisory Resource Group's Autodesk position peaked at $493K in Q2 2021.
  • 1,024 funds tracked by Wall St. Rank held Autodesk as of Q3 2021.

Based on Advisory Resource Group's 13F filing for Q3 2021, filed 26 Oct 2021.