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FormulaFolio Investments’s Autodesk ADSK Stock Holding History

FormulaFolio Investments’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
Q2 		$3K Hold
11
– – ﹤0.01% 386
2021
Q1 		$3K Sell
11
-787
-99% -$227K ﹤0.01% 371
2020
Q4 		$244K Buy
+798
New +$210K 0.01% 577

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FormulaFolio Investments's ADSK Position: Q2 2021 in Review

FormulaFolio Investments held its Autodesk (ADSK) position steady in Q2 2021 at 11 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

FormulaFolio Investments first reported a position in ADSK in Q4 2020 and has held it in 3 quarters since. The position peaked at $244K in Q4 2020. 1,012 funds tracked by Wall St. Rank hold ADSK as of Q2 2021.

  • FormulaFolio Investments held 11 shares of Autodesk worth $3K as of Q2 2021.
  • FormulaFolio Investments left its Autodesk share count unchanged in Q2 2021.
  • Autodesk made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #386 holding.
  • FormulaFolio Investments first reported a position in Autodesk in Q4 2020 and has held it in 3 quarters since.
  • FormulaFolio Investments's Autodesk position peaked at $244K in Q4 2020.
  • 1,012 funds tracked by Wall St. Rank held Autodesk as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.