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Taylor Wealth Management Partners’s Autodesk ADSK Stock Holding History

Taylor Wealth Management Partners’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
Q4 		– Sell
-11,439
Closed -$3.26M – 65
2021
Q3 		$3.26M Buy
11,439
+940
+9% +$288K 1.16% 34
2021
Q2 		$3.06M Buy
10,499
+297
+3% +$84.7K 1.08% 34
2021
Q1 		$2.83M Buy
10,202
+365
+4% +$105K 1.03% 39
2020
Q4 		$3M Buy
9,837
+20
+0.2% +$5.27K 1.16% 35
2020
Q3 		$2.27M Buy
9,817
+152
+2% +$36.1K 1.04% 36
2020
Q2 		$2.31M Buy
+9,665
New +$1.9M 1.17% 31

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Taylor Wealth Management Partners's ADSK Position: Q4 2021 in Review

Taylor Wealth Management Partners sold out of Autodesk (ADSK) in Q4 2021, closing a stake of 11,439 shares — an estimated $3.26M sold.

Taylor Wealth Management Partners first reported a position in ADSK in Q2 2020 and held it in 6 quarters. The position peaked at $3.26M in Q3 2021. 1,105 funds tracked by Wall St. Rank hold ADSK as of Q4 2021.

  • Taylor Wealth Management Partners reported no remaining Autodesk position as of Q4 2021 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 11,439 Autodesk shares in Q4 2021, an estimated $3.26M.
  • Taylor Wealth Management Partners first reported a position in Autodesk in Q2 2020 and held it in 6 quarters.
  • Taylor Wealth Management Partners's Autodesk position peaked at $3.26M in Q3 2021.
  • 1,105 funds tracked by Wall St. Rank held Autodesk as of Q4 2021.

Based on Taylor Wealth Management Partners's 13F filing for Q4 2021, filed 28 Jan 2022.