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Gupta Wealth Management’s Autodesk ADSK Stock Holding History

Gupta Wealth Management’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
2016
Q1 		$8K Buy
142
+80
+129% +$4.17K ﹤0.01% 889
2015
Q4 		$4K Hold
62
– – ﹤0.01% 1032
2015
Q3 		$3K Hold
62
– – ﹤0.01% 1081
2015
Q2 		$3K Sell
62
-86
-58% -$4.92K ﹤0.01% 1066
2015
Q1 		$9K Buy
+148
New +$8.76K ﹤0.01% 770

Other funds holding ADSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Gupta Wealth Management's ADSK Position: Q1 2016 in Review

Gupta Wealth Management increased its Autodesk (ADSK) stake by 129% in Q1 2016, buying an estimated $4.17K and bringing the position to 142 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #889.

Gupta Wealth Management first reported a position in ADSK in Q1 2015 and has held it in 5 quarters since. The position peaked at $9K in Q1 2015. 451 funds tracked by Wall St. Rank hold ADSK as of Q1 2016.

  • Gupta Wealth Management held 142 shares of Autodesk worth $8K as of Q1 2016.
  • Gupta Wealth Management bought 80 Autodesk shares in Q1 2016, an estimated $4.17K.
  • Autodesk made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #889 holding.
  • Gupta Wealth Management first reported a position in Autodesk in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Autodesk position peaked at $9K in Q1 2015.
  • 451 funds tracked by Wall St. Rank held Autodesk as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.