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SVA Wealth Management’s Autodesk ADSK Stock Holding History

SVA Wealth Management’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
Q4 		$627K Buy
2,054
+1,117
+119% +$294K 0.05% 145
2020
Q3 		$216K Buy
+937
New +$223K 0.02% 198

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

SVA Wealth Management's ADSK Position: Q4 2020 in Review

SVA Wealth Management increased its Autodesk (ADSK) stake by 119% in Q4 2020, buying an estimated $294K and bringing the position to 2,054 shares worth $627K. The position accounts for 0.05% of the portfolio, ranked #145.

SVA Wealth Management first reported a position in ADSK in Q3 2020 and has held it in 2 quarters since. 1,013 funds tracked by Wall St. Rank hold ADSK as of Q4 2020.

  • SVA Wealth Management held 2,054 shares of Autodesk worth $627K as of Q4 2020.
  • SVA Wealth Management bought 1,117 Autodesk shares in Q4 2020, an estimated $294K.
  • Autodesk made up 0.05% of SVA Wealth Management's portfolio in Q4 2020, its #145 holding.
  • SVA Wealth Management first reported a position in Autodesk in Q3 2020 and has held it in 2 quarters since.
  • 1,013 funds tracked by Wall St. Rank held Autodesk as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.