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Engrave Wealth Partners’s Autodesk ADSK Stock Holding History

Engrave Wealth Partners’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
Q3 		– Sell
-66
Closed -$15K – 56
2020
Q2 		$15K Buy
66
+28
+74% +$5.5K 0.01% 208
2020
Q1 		$5K Sell
38
-60
-61% -$11K 0.01% 271
2019
Q4 		$17K Buy
+98
New +$15.9K 0.02% 237

Other funds holding ADSK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Engrave Wealth Partners's ADSK Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Autodesk (ADSK) in Q3 2020, closing a stake of 66 shares — an estimated $15K sold.

Engrave Wealth Partners first reported a position in ADSK in Q4 2019 and held it in 3 quarters. The position peaked at $17K in Q4 2019. 892 funds tracked by Wall St. Rank hold ADSK as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Autodesk position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 66 Autodesk shares in Q3 2020, an estimated $15K.
  • Engrave Wealth Partners first reported a position in Autodesk in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Autodesk position peaked at $17K in Q4 2019.
  • 892 funds tracked by Wall St. Rank held Autodesk as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.