Insight Wealth Strategies’s Autodesk ADSK Stock Holding History

Insight Wealth Strategies’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	–	Sell	-7,972	Closed	-$2.21M	–	185
2021 Q1	$2.21M	Buy	7,972 +893	+13%	+$258K	0.3%	47
2020 Q4	$2.16M	Buy	7,079 +305	+5%	+$80.4K	0.37%	36
2020 Q3	$1.56M	Buy	6,774 +1,941	+40%	+$461K	0.29%	42
2020 Q2	$1.16M	Buy	4,833 +1,008	+26%	+$198K	0.26%	39
2020 Q1	$597K	Sell	3,825 -6,536	-63%	-$1.2M	0.16%	62
2019 Q4	$1.9M	Buy	10,361 +385	+4%	+$62.4K	0.4%	50
2019 Q3	$1.47M	Sell	9,976 -1,694	-15%	-$264K	0.35%	56
2019 Q2	$1.9M	Buy	11,670 +2,119	+22%	+$356K	0.46%	35
2019 Q1	$1.49M	Buy	9,551 +318	+3%	+$47.5K	0.42%	46
2018 Q4	$1.19M	Buy	+9,233	New	+$1.25M	0.36%	45

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

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 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 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 Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return