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Shine Investment Advisory Services’s Autodesk ADSK Stock Holding History

Shine Investment Advisory Services’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 		$74K Buy
+320
New +$76K 0.03% 236
2019
Q3 		– Sell
-305
Closed -$50K – 719
2019
Q2 		$50K Buy
305
+146
+92% +$24.5K 0.02% 298
2019
Q1 		$25K Hold
159
– – 0.01% 432
2018
Q4 		$20K Buy
159
+59
+59% +$7.97K 0.01% 438
2018
Q3 		$16K Sell
100
-95
-49% -$13.4K 0.01% 467
2018
Q2 		$26K Hold
195
– – 0.01% 413
2018
Q1 		$24K Sell
195
-48
-20% -$5.72K 0.01% 433
2017
Q4 		$25K Buy
243
+65
+37% +$7.58K 0.01% 414
2017
Q3 		$20K Hold
178
– – 0.01% 448
2017
Q2 		$18K Buy
+178
New +$17.6K 0.01% 443

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
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
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

Shine Investment Advisory Services's ADSK Position: Q3 2020 in Review

Shine Investment Advisory Services opened a new position in Autodesk (ADSK) in Q3 2020: 320 shares worth $74K. The stake represents 0.03% of the portfolio and ranks #236 among its holdings. This is a return to the name: Shine Investment Advisory Services previously reported a position in ADSK as recently as Q2 2019.

Shine Investment Advisory Services first reported a position in ADSK in Q2 2017 and has held it in 10 quarters since. 893 funds tracked by Wall St. Rank hold ADSK as of Q3 2020.

  • Shine Investment Advisory Services held 320 shares of Autodesk worth $74K as of Q3 2020.
  • Autodesk was a new Shine Investment Advisory Services position in Q3 2020.
  • Autodesk made up 0.03% of Shine Investment Advisory Services's portfolio in Q3 2020, its #236 holding.
  • Shine Investment Advisory Services first reported a position in Autodesk in Q2 2017 and has held it in 10 quarters since.
  • 893 funds tracked by Wall St. Rank held Autodesk as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.