KJWM
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Kiley Juergens Wealth Management’s Autodesk ADSK Stock Holding History

Kiley Juergens 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
2018
Q4 		– Sell
-348
Closed – – 50
2018
Q3 		$0 Hold
348
– – ﹤0.01% 627
2018
Q2 		$0 Buy
+348
New +$46.1K ﹤0.01% 566
2018
Q1 		– Sell
-348
Closed -$36K – 93
2017
Q4 		$36K Buy
+348
New +$40.6K 0.03% 245

Other funds holding ADSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Kiley Juergens Wealth Management's ADSK Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Autodesk (ADSK) in Q4 2018, closing a stake of 348 shares.

Kiley Juergens Wealth Management first reported a position in ADSK in Q4 2017 and held it in 3 quarters. The position peaked at $36K in Q4 2017. 677 funds tracked by Wall St. Rank hold ADSK as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Autodesk position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 348 Autodesk shares in Q4 2018.
  • Kiley Juergens Wealth Management first reported a position in Autodesk in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Autodesk position peaked at $36K in Q4 2017.
  • 677 funds tracked by Wall St. Rank held Autodesk as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.