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Principle Wealth Partners’s Autodesk ADSK Stock Holding History

Principle 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
2020
Q3 		– Sell
-355
Closed -$85K – 157
2020
Q2 		$85K Buy
+355
New +$69.8K 0.03% 231

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Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Principle Wealth Partners's ADSK Position: Q3 2020 in Review

Principle Wealth Partners sold out of Autodesk (ADSK) in Q3 2020, closing a stake of 355 shares — an estimated $85K sold.

Principle Wealth Partners first reported a position in ADSK in Q2 2020 and held it in 1 quarter. The position peaked at $85K in Q2 2020. 892 funds tracked by Wall St. Rank hold ADSK as of Q3 2020.

  • Principle Wealth Partners reported no remaining Autodesk position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 355 Autodesk shares in Q3 2020, an estimated $85K.
  • Principle Wealth Partners first reported a position in Autodesk in Q2 2020 and held it in 1 quarter.
  • Principle Wealth Partners's Autodesk position peaked at $85K in Q2 2020.
  • 892 funds tracked by Wall St. Rank held Autodesk as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.