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Core Wealth Advisors (Florida)’s Autodesk ADSK Stock Holding History

Core Wealth Advisors (Florida)’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
2020
Q2 		– Sell
-37
Closed -$6K – 128
2020
Q1 		$6K Buy
+37
New +$6.79K ﹤0.01% 95

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Core Wealth Advisors (Florida)'s ADSK Position: Q2 2020 in Review

Core Wealth Advisors (Florida) sold out of Autodesk (ADSK) in Q2 2020, closing a stake of 37 shares — an estimated $6K sold.

Core Wealth Advisors (Florida) first reported a position in ADSK in Q1 2020 and held it in 1 quarter. The position peaked at $6K in Q1 2020. 861 funds tracked by Wall St. Rank hold ADSK as of Q2 2020.

  • Core Wealth Advisors (Florida) reported no remaining Autodesk position as of Q2 2020 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 37 Autodesk shares in Q2 2020, an estimated $6K.
  • Core Wealth Advisors (Florida) first reported a position in Autodesk in Q1 2020 and held it in 1 quarter.
  • Core Wealth Advisors (Florida)'s Autodesk position peaked at $6K in Q1 2020.
  • 861 funds tracked by Wall St. Rank held Autodesk as of Q2 2020.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2020, filed 31 Jul 2020.