CSat Investment Advisory’s Autodesk ADSK Stock Holding History

CSat Investment Advisory’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	$14K	Buy	52 +17	+49%	+$4.9K	0.01%	413
2020 Q4	$11K	Sell	35 -2,996	-99%	-$790K	0.01%	417
2020 Q3	$701K	Sell	3,031 -170	-5%	-$40.4K	0.06%	152
2020 Q2	$766K	Buy	3,201 +1,929	+152%	+$379K	0.09%	113
2020 Q1	$199K	Buy	1,272 +225	+21%	+$41.3K	0.04%	241
2019 Q4	$192K	Buy	1,047 +664	+173%	+$108K	0.05%	237
2019 Q3	$57K	Buy	383 +42	+12%	+$6.54K	0.02%	465
2019 Q2	$56K	Buy	341 +282	+478%	+$47.4K	0.02%	438
2019 Q1	$9K	Sell	59 -8	-12%	-$1.2K	﹤0.01%	435
2018 Q4	$9K	Buy	67 +24	+56%	+$3.24K	0.01%	420
2018 Q3	$7K	Sell	43 -1	-2%	-$141	﹤0.01%	423
2018 Q2	$6K	Buy	+44	New	+$5.83K	﹤0.01%	427

Other funds holding ADSK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

CSat Investment Advisory's ADSK Position: Q1 2021 in Review

CSat Investment Advisory increased its Autodesk (ADSK) stake by 49% in Q1 2021, buying an estimated $4.9K and bringing the position to 52 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #413.

CSat Investment Advisory first reported a position in ADSK in Q2 2018 and has held it in 12 quarters since. The position peaked at $766K in Q2 2020. 1,025 funds tracked by Wall St. Rank hold ADSK as of Q1 2021.

CSat Investment Advisory held 52 shares of Autodesk worth $14K as of Q1 2021.
CSat Investment Advisory bought 17 Autodesk shares in Q1 2021, an estimated $4.9K.
Autodesk made up 0.01% of CSat Investment Advisory's portfolio in Q1 2021, its #413 holding.
CSat Investment Advisory first reported a position in Autodesk in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Autodesk position peaked at $766K in Q2 2020.
1,025 funds tracked by Wall St. Rank held Autodesk as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.