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Safeguard Investment Advisory Group’s Autodesk ADSK Stock Holding History

Safeguard Investment Advisory Group’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
Q1 		– Sell
-100
Closed -$30K – 90
2020
Q4 		$30K Buy
+100
New +$26.4K 0.03% 253

Other funds holding ADSK

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Safeguard Investment Advisory Group's ADSK Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Autodesk (ADSK) in Q1 2021, closing a stake of 100 shares — an estimated $30K sold.

Safeguard Investment Advisory Group first reported a position in ADSK in Q4 2020 and held it in 1 quarter. The position peaked at $30K in Q4 2020. 1,025 funds tracked by Wall St. Rank hold ADSK as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Autodesk position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 100 Autodesk shares in Q1 2021, an estimated $30K.
  • Safeguard Investment Advisory Group first reported a position in Autodesk in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Autodesk position peaked at $30K in Q4 2020.
  • 1,025 funds tracked by Wall St. Rank held Autodesk as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.