CWM
ADSK icon

Circle Wealth Management’s Autodesk ADSK Stock Holding History

Circle 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
2018
Q4 		– Sell
-1,660
Closed -$259K – 82
2018
Q3 		$259K Hold
1,660
– – 0.08% 82
2018
Q2 		$218K Buy
+1,660
New +$220K 0.07% 94

Other funds holding ADSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Circle Wealth Management's ADSK Position: Q4 2018 in Review

Circle Wealth Management sold out of Autodesk (ADSK) in Q4 2018, closing a stake of 1,660 shares — an estimated $259K sold.

Circle Wealth Management first reported a position in ADSK in Q2 2018 and held it in 2 quarters. The position peaked at $259K in Q3 2018. 677 funds tracked by Wall St. Rank hold ADSK as of Q4 2018.

  • Circle Wealth Management reported no remaining Autodesk position as of Q4 2018 after selling out during the quarter.
  • Circle Wealth Management sold 1,660 Autodesk shares in Q4 2018, an estimated $259K.
  • Circle Wealth Management first reported a position in Autodesk in Q2 2018 and held it in 2 quarters.
  • Circle Wealth Management's Autodesk position peaked at $259K in Q3 2018.
  • 677 funds tracked by Wall St. Rank held Autodesk as of Q4 2018.

Based on Circle Wealth Management's 13F filing for Q4 2018, filed 14 Feb 2019.