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MPS Loria Financial Planners’s Autodesk ADSK Stock Holding History

MPS Loria Financial Planners’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
-21
Closed -$5K – 93
2021
Q1 		$5K Hold
21
– – ﹤0.01% 340
2020
Q4 		$6K Buy
+21
New +$5.53K ﹤0.01% 342

Other funds holding ADSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MPS Loria Financial Planners's ADSK Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Autodesk (ADSK) in Q2 2021, closing a stake of 21 shares — an estimated $5K sold.

MPS Loria Financial Planners first reported a position in ADSK in Q4 2020 and held it in 2 quarters. The position peaked at $6K in Q4 2020. 1,015 funds tracked by Wall St. Rank hold ADSK as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Autodesk position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 21 Autodesk shares in Q2 2021, an estimated $5K.
  • MPS Loria Financial Planners first reported a position in Autodesk in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Autodesk position peaked at $6K in Q4 2020.
  • 1,015 funds tracked by Wall St. Rank held Autodesk as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.