Reilly Financial Advisors’s Autodesk ADSK Stock Holding History

Reilly Financial Advisors’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 Q4	$55K	Sell	197 -25	-11%	-$7.29K	﹤0.01%	382
2021 Q3	$63K	Buy	222 +1	+0.5%	+$306	0.01%	337
2021 Q2	$65K	Buy	221 +27	+14%	+$7.7K	0.01%	333
2021 Q1	$54K	Buy	+194	New	+$55.9K	﹤0.01%	350
2020 Q3	–	Sell	-332	Closed	-$79K	–	828
2020 Q2	$79K	Hold	332	–	–	0.01%	254
2020 Q1	$52K	Hold	332	–	–	0.01%	294
2019 Q4	$61K	Hold	332	–	–	0.01%	309
2019 Q3	$49K	Hold	332	–	–	0.01%	349
2019 Q2	$54K	Hold	332	–	–	0.01%	347
2019 Q1	$52K	Hold	332	–	–	0.01%	346
2018 Q4	$43K	Hold	332	–	–	0.01%	355
2018 Q3	$52K	Hold	332	–	–	0.01%	353
2018 Q2	$44K	Hold	332	–	–	0.01%	332
2018 Q1	$42K	Hold	332	–	–	0.01%	322
2017 Q4	$35K	Hold	332	–	–	0.01%	379
2017 Q3	$37K	Hold	332	–	–	0.01%	352
2017 Q2	$33K	Hold	332	–	–	0.01%	378
2017 Q1	$29K	Hold	332	–	–	﹤0.01%	397
2016 Q4	$25K	Hold	332	–	–	﹤0.01%	402
2016 Q3	$24K	Hold	332	–	–	﹤0.01%	381
2016 Q2	$18K	Hold	332	–	–	﹤0.01%	408
2016 Q1	$19K	Hold	332	–	–	﹤0.01%	614
2015 Q4	$20K	Sell	332 -500	-60%	-$29K	﹤0.01%	611
2015 Q3	$37K	Hold	832	–	–	0.01%	441
2015 Q2	$42K	Sell	832 -62	-7%	-$3.54K	0.01%	467
2015 Q1	$52K	Buy	894 +500	+127%	+$29.6K	0.01%	411
2014 Q4	$24K	Hold	394	–	–	0.01%	362
2014 Q3	$22K	Buy	394 +62	+19%	+$3.4K	0.01%	376
2014 Q2	$19K	Hold	332	–	–	﹤0.01%	419
2014 Q1	$16K	Hold	332	–	–	﹤0.01%	472
2013 Q4	$17K	Hold	332	–	–	﹤0.01%	430
2013 Q3	$14K	Hold	332	–	–	﹤0.01%	399
2013 Q2	$11K	Buy	+332	New	+$12.4K	﹤0.01%	447

Other funds holding ADSK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

PAMS

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

Reilly Financial Advisors's ADSK Position: Q4 2021 in Review

Reilly Financial Advisors reduced its Autodesk (ADSK) stake by 11% in Q4 2021, selling an estimated $7.29K and leaving 197 shares worth $55K. The position accounts for ﹤0.01% of the portfolio, ranked #382.

Reilly Financial Advisors first reported a position in ADSK in Q2 2013 and has held it in 33 quarters since. The position peaked at $79K in Q2 2020. 1,106 funds tracked by Wall St. Rank hold ADSK as of Q4 2021.

Reilly Financial Advisors held 197 shares of Autodesk worth $55K as of Q4 2021.
Reilly Financial Advisors sold 25 Autodesk shares in Q4 2021, an estimated $7.29K.
Autodesk made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #382 holding.
Reilly Financial Advisors first reported a position in Autodesk in Q2 2013 and has held it in 33 quarters since.
Reilly Financial Advisors's Autodesk position peaked at $79K in Q2 2020.
1,106 funds tracked by Wall St. Rank held Autodesk as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.