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Cornerstone Wealth Management’s Autodesk ADSK Stock Holding History

Cornerstone 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
-41,232
Closed -$352K – 343
2018
Q3 		$352K Buy
+41,232
New +$5.82M ﹤0.01% 1016

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

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

Cornerstone Wealth Management sold out of Autodesk (ADSK) in Q4 2018, closing a stake of 41,232 shares — an estimated $352K sold.

Cornerstone Wealth Management first reported a position in ADSK in Q3 2018 and held it in 1 quarter. The position peaked at $352K in Q3 2018. 677 funds tracked by Wall St. Rank hold ADSK as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Autodesk position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 41,232 Autodesk shares in Q4 2018, an estimated $352K.
  • Cornerstone Wealth Management first reported a position in Autodesk in Q3 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's Autodesk position peaked at $352K in Q3 2018.
  • 677 funds tracked by Wall St. Rank held Autodesk as of Q4 2018.

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