SMFS
ADSK icon

Squar Milner Financial Services’s Autodesk ADSK Stock Holding History

Squar Milner Financial 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 		– Sell
-3,143
Closed -$752K – 8
2020
Q2 		$752K Buy
3,143
+1,522
+94% +$299K 0.43% 62
2020
Q1 		$253K Buy
+1,621
New +$298K 0.15% 141
2019
Q4 		– Sell
-3,276
Closed -$757K – 819
2019
Q3 		$757K Buy
+3,276
New +$510K 0.39% 71

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

Squar Milner Financial Services's ADSK Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Autodesk (ADSK) in Q3 2020, closing a stake of 3,143 shares — an estimated $752K sold.

Squar Milner Financial Services first reported a position in ADSK in Q3 2019 and held it in 3 quarters. The position peaked at $757K in Q3 2019. 893 funds tracked by Wall St. Rank hold ADSK as of Q3 2020.

  • Squar Milner Financial Services reported no remaining Autodesk position as of Q3 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 3,143 Autodesk shares in Q3 2020, an estimated $752K.
  • Squar Milner Financial Services first reported a position in Autodesk in Q3 2019 and held it in 3 quarters.
  • Squar Milner Financial Services's Autodesk position peaked at $757K in Q3 2019.
  • 893 funds tracked by Wall St. Rank held Autodesk as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.