Mid Atlantic Financial Management’s Autodesk ADSK Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$210K	Buy	+737	New	+$226K	0.01%	810
2021 Q1	–	Sell	-892	Closed	-$272K	–	860
2020 Q4	$272K	Sell	892 -14	-2%	-$3.69K	0.02%	619
2020 Q3	$238K	Buy	906 +17	+2%	+$4.04K	0.02%	609
2020 Q2	$213K	Buy	+889	New	+$175K	0.02%	614

Other funds holding ADSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Mid Atlantic Financial Management's ADSK Position: Q3 2021 in Review

Mid Atlantic Financial Management opened a new position in Autodesk (ADSK) in Q3 2021: 737 shares worth $210K. The stake represents 0.01% of the portfolio and ranks #810 among its holdings. This is a return to the name: Mid Atlantic Financial Management previously reported a position in ADSK as recently as Q4 2020.

Mid Atlantic Financial Management first reported a position in ADSK in Q2 2020 and has held it in 4 quarters since. The position peaked at $272K in Q4 2020. 1,021 funds tracked by Wall St. Rank hold ADSK as of Q3 2021.

Mid Atlantic Financial Management held 737 shares of Autodesk worth $210K as of Q3 2021.
Autodesk was a new Mid Atlantic Financial Management position in Q3 2021.
Autodesk made up 0.01% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #810 holding.
Mid Atlantic Financial Management first reported a position in Autodesk in Q2 2020 and has held it in 4 quarters since.
Mid Atlantic Financial Management's Autodesk position peaked at $272K in Q4 2020.
1,021 funds tracked by Wall St. Rank held Autodesk as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.