RCA
ADSK icon

Rowland Carmichael Advisors’s Autodesk ADSK Stock Holding History

Rowland Carmichael 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
2019
Q3 		– Sell
-6,731
Closed -$1.1M – 351
2019
Q2 		$1.1M Sell
6,731
-100
-1% -$16.8K 0.38% 58
2019
Q1 		$1.06M Sell
6,831
-4,429
-39% -$662K 0.39% 53
2018
Q4 		$1.45M Hold
11,260
– – 0.64% 23
2018
Q3 		$1.76M Sell
11,260
-1,519
-12% -$215K 0.68% 17
2018
Q2 		$1.68M Hold
12,779
– – 0.71% 16
2018
Q1 		$1.6M Sell
12,779
-14
-0.1% -$1.67K 0.88% 14
2017
Q4 		$1.34M Buy
12,793
+225
+2% +$26.2K 0.69% 28
2017
Q3 		$1.41M Hold
12,568
– – 0.78% 23
2017
Q2 		$1.27M Sell
12,568
-2,067
-14% -$205K 0.73% 25
2017
Q1 		$1.26M Sell
14,635
-1,891
-11% -$158K 0.77% 23
2016
Q4 		$1.22M Hold
16,526
– – 0.72% 27
2016
Q3 		$1.2M Hold
16,526
– – 0.76% 27
2016
Q2 		$895K Buy
16,526
+9,256
+127% +$536K 0.56% 63
2016
Q1 		$424K Buy
+7,270
New +$379K 0.39% 88

Other funds holding ADSK

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return