CFFP
ADSK icon

Center for Financial Planning’s Autodesk ADSK Stock Holding History

Center for Financial 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
Q2 		– Sell
-120
Closed -$33K – 494
2021
Q1 		$33K Hold
120
– – 0.01% 252
2020
Q4 		$37K Hold
120
– – 0.01% 223
2020
Q3 		$28K Hold
120
– – 0.01% 231
2020
Q2 		$29K Hold
120
– – 0.01% 222
2020
Q1 		$19K Hold
120
– – 0.01% 259
2019
Q4 		$22K Buy
+120
New +$19.4K 0.01% 251

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Center for Financial Planning's ADSK Position: Q2 2021 in Review

Center for Financial Planning sold out of Autodesk (ADSK) in Q2 2021, closing a stake of 120 shares — an estimated $33K sold.

Center for Financial Planning first reported a position in ADSK in Q4 2019 and held it in 6 quarters. The position peaked at $37K in Q4 2020. 1,015 funds tracked by Wall St. Rank hold ADSK as of Q2 2021.

  • Center for Financial Planning reported no remaining Autodesk position as of Q2 2021 after selling out during the quarter.
  • Center for Financial Planning sold 120 Autodesk shares in Q2 2021, an estimated $33K.
  • Center for Financial Planning first reported a position in Autodesk in Q4 2019 and held it in 6 quarters.
  • Center for Financial Planning's Autodesk position peaked at $37K in Q4 2020.
  • 1,015 funds tracked by Wall St. Rank held Autodesk as of Q2 2021.

Based on Center for Financial Planning's 13F filing for Q2 2021, filed 29 Jul 2021.