Gideon Capital Advisors’s Autodesk ADSK Stock Holding History

Gideon Capital Advisors’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
2019 Q4	–	Sell	-2,075	Closed	-$306K	–	253
2019 Q3	$306K	Sell	2,075 -17,744	-90%	-$2.76M	0.1%	232
2019 Q2	$3.23M	Buy	19,819 +17,870	+917%	+$3M	1.11%	11
2019 Q1	$304K	Sell	1,949 -1,311	-40%	-$196K	0.11%	277
2018 Q4	$419K	Buy	+3,260	New	+$440K	0.17%	186
2018 Q2	–	Sell	-12,189	Closed	-$1.53M	–	353
2018 Q1	$1.53M	Buy	12,189 +8,700	+249%	+$1.04M	0.95%	6
2017 Q4	$366K	Buy	+3,489	New	+$407K	0.32%	101
2017 Q1	–	Sell	-4,952	Closed	-$367K	–	382
2016 Q4	$367K	Buy	+4,952	New	+$365K	0.23%	177
2016 Q2	–	Sell	-10,949	Closed	-$638K	–	194
2016 Q1	$638K	Buy	+10,949	New	+$571K	0.8%	45
2015 Q4	–	Sell	-8,599	Closed	-$380K	–	186
2015 Q3	$380K	Sell	8,599 -3,589	-29%	-$180K	0.22%	145
2015 Q2	$610K	Sell	12,188 -14,078	-54%	-$805K	0.25%	124
2015 Q1	$1.54M	Buy	+26,266	New	+$1.56M	0.62%	59
2014 Q3	–	Sell	-10,040	Closed	-$566K	–	257
2014 Q2	$566K	Buy	10,040 +4,769	+90%	+$242K	0.21%	150
2014 Q1	$259K	Buy	+5,271	New	+$273K	0.14%	169

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

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

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

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

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Gideon Capital Advisors's ADSK Position: Q4 2019 in Review

Gideon Capital Advisors sold out of Autodesk (ADSK) in Q4 2019, closing a stake of 2,075 shares — an estimated $306K sold.

Gideon Capital Advisors first reported a position in ADSK in Q1 2014 and held it in 13 quarters. The position peaked at $3.23M in Q2 2019. 773 funds tracked by Wall St. Rank hold ADSK as of Q4 2019.

Gideon Capital Advisors reported no remaining Autodesk position as of Q4 2019 after selling out during the quarter.
Gideon Capital Advisors sold 2,075 Autodesk shares in Q4 2019, an estimated $306K.
Gideon Capital Advisors first reported a position in Autodesk in Q1 2014 and held it in 13 quarters.
Gideon Capital Advisors's Autodesk position peaked at $3.23M in Q2 2019.
773 funds tracked by Wall St. Rank held Autodesk as of Q4 2019.

Based on Gideon Capital Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.