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Bernardo Wealth Planning’s Autodesk ADSK Stock Holding History

Bernardo Wealth Planning’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
-1,281
Closed -$391K – 80
2020
Q4 		$391K Hold
1,281
– – 0.15% 114
2020
Q3 		$295K Sell
1,281
-3
-0.2% -$713 0.13% 121
2020
Q2 		$307K Buy
+1,284
New +$252K 0.16% 110
2020
Q1 		– Sell
-1,292
Closed -$237K – 134
2019
Q4 		$237K Buy
+1,292
New +$209K 0.14% 143
2019
Q3 		– Sell
-1,317
Closed -$215K – 158
2019
Q2 		$215K Hold
1,317
– – 0.17% 134
2019
Q1 		$205K Buy
+1,317
New +$197K 0.16% 140

Other funds holding ADSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $79.8B AUM 16.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bernardo Wealth Planning's ADSK Position: Q1 2021 in Review

Bernardo Wealth Planning sold out of Autodesk (ADSK) in Q1 2021, closing a stake of 1,281 shares — an estimated $391K sold.

Bernardo Wealth Planning first reported a position in ADSK in Q1 2019 and held it in 6 quarters. The position peaked at $391K in Q4 2020. 1,026 funds tracked by Wall St. Rank hold ADSK as of Q1 2021.

  • Bernardo Wealth Planning reported no remaining Autodesk position as of Q1 2021 after selling out during the quarter.
  • Bernardo Wealth Planning sold 1,281 Autodesk shares in Q1 2021, an estimated $391K.
  • Bernardo Wealth Planning first reported a position in Autodesk in Q1 2019 and held it in 6 quarters.
  • Bernardo Wealth Planning's Autodesk position peaked at $391K in Q4 2020.
  • 1,026 funds tracked by Wall St. Rank held Autodesk as of Q1 2021.

Based on Bernardo Wealth Planning's 13F filing for Q1 2021, filed 23 Apr 2021.