BRWM
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B. Riley Wealth Management’s Autodesk ADSK Stock Holding History

B. Riley 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
2021
Q1 		– Sell
-687
Closed -$210K – 433
2020
Q4 		$210K Buy
+687
New +$181K 0.03% 326

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

B. Riley Wealth Management's ADSK Position: Q1 2021 in Review

B. Riley Wealth Management sold out of Autodesk (ADSK) in Q1 2021, closing a stake of 687 shares — an estimated $210K sold.

B. Riley Wealth Management first reported a position in ADSK in Q4 2020 and held it in 1 quarter. The position peaked at $210K in Q4 2020. 1,024 funds tracked by Wall St. Rank hold ADSK as of Q1 2021.

  • B. Riley Wealth Management reported no remaining Autodesk position as of Q1 2021 after selling out during the quarter.
  • B. Riley Wealth Management sold 687 Autodesk shares in Q1 2021, an estimated $210K.
  • B. Riley Wealth Management first reported a position in Autodesk in Q4 2020 and held it in 1 quarter.
  • B. Riley Wealth Management's Autodesk position peaked at $210K in Q4 2020.
  • 1,024 funds tracked by Wall St. Rank held Autodesk as of Q1 2021.

Based on B. Riley Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.