Financial Architects (New Jersey)’s Autodesk ADSK Stock Holding History

Financial Architects (New Jersey)’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	-15	Closed	-$4K	–	281
2020 Q2	$4K	Buy	+15	New	+$2.95K	﹤0.01%	743
2019 Q2	–	Sell	-809	Closed	-$126K	–	1182
2019 Q1	$126K	Buy	809 +800	+8,889%	+$120K	0.02%	407
2018 Q4	$1K	Hold	9	–	–	﹤0.01%	1250
2018 Q3	$1K	Hold	9	–	–	﹤0.01%	1351
2018 Q2	$1K	Sell	9 -1,500	-99%	-$199K	﹤0.01%	1234
2018 Q1	$189K	Buy	1,509 +1,100	+269%	+$131K	0.04%	318
2017 Q4	$43K	Buy	409 +400	+4,444%	+$46.6K	0.01%	726
2017 Q3	$1K	Hold	9	–	–	﹤0.01%	1441
2017 Q2	$1K	Hold	9	–	–	﹤0.01%	1466
2017 Q1	$1K	Hold	9	–	–	﹤0.01%	1500
2016 Q4	$1K	Hold	9	–	–	﹤0.01%	1329
2016 Q3	$1K	Sell	9 -100	-92%	-$6.3K	﹤0.01%	1389
2016 Q2	$6K	Buy	+109	New	+$6.31K	﹤0.01%	1071
2014 Q4	–	Sell	-385	Closed	-$42K	–	954
2014 Q3	$42K	Buy	+385	New	+$21.1K	0.02%	333

Other funds holding ADSK

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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 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