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Personal Wealth Partners’s Autodesk ADSK Stock Holding History

Personal Wealth Partners’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 		– Sell
-13
Closed -$4K – 83
2021
Q2 		$4K Buy
+13
New +$3.71K ﹤0.01% 324
2020
Q1 		– Sell
-13
Closed -$2K – 71
2019
Q4 		$2K Hold
13
– – ﹤0.01% 329
2019
Q3 		$2K Buy
+13
New +$2.02K ﹤0.01% 339

Other funds holding ADSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Personal Wealth Partners's ADSK Position: Q3 2021 in Review

Personal Wealth Partners sold out of Autodesk (ADSK) in Q3 2021, closing a stake of 13 shares — an estimated $4K sold.

Personal Wealth Partners first reported a position in ADSK in Q3 2019 and held it in 3 quarters. The position peaked at $4K in Q2 2021. 1,024 funds tracked by Wall St. Rank hold ADSK as of Q3 2021.

  • Personal Wealth Partners reported no remaining Autodesk position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 13 Autodesk shares in Q3 2021, an estimated $4K.
  • Personal Wealth Partners first reported a position in Autodesk in Q3 2019 and held it in 3 quarters.
  • Personal Wealth Partners's Autodesk position peaked at $4K in Q2 2021.
  • 1,024 funds tracked by Wall St. Rank held Autodesk as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.