TRUE Private Wealth Advisors’s Autodesk ADSK Stock Holding History

TRUE Private Wealth Advisors’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	-45	Closed	-$13K	–	242
2020 Q4	$13K	Hold	45	–	–	﹤0.01%	504
2020 Q3	$10K	Hold	45	–	–	﹤0.01%	493
2020 Q2	$10K	Hold	45	–	–	﹤0.01%	482
2020 Q1	$7K	Sell	45 -2,065	-98%	-$379K	﹤0.01%	485
2019 Q4	$387K	Hold	2,110	–	–	0.06%	149
2019 Q3	$311K	Hold	2,110	–	–	0.05%	155
2019 Q2	$343K	Hold	2,110	–	–	0.06%	144
2019 Q1	$328K	Sell	2,110 -64	-3%	-$9.57K	0.06%	142
2018 Q4	$279K	Sell	2,174 -4	-0.2%	-$540	0.05%	188
2018 Q3	$340K	Buy	2,178 +22	+1%	+$3.11K	0.05%	206
2018 Q2	$282K	Hold	2,156	–	–	0.04%	212
2018 Q1	$270K	Buy	2,156 +22	+1%	+$2.62K	0.05%	192
2017 Q4	$223K	Hold	2,134	–	–	0.04%	203
2017 Q3	$239K	Hold	2,134	–	–	0.05%	135
2017 Q2	$215K	Buy	+2,134	New	+$211K	0.05%	138

Other funds holding ADSK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

TRUE Private Wealth Advisors's ADSK Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Autodesk (ADSK) in Q1 2021, closing a stake of 45 shares — an estimated $13K sold.

TRUE Private Wealth Advisors first reported a position in ADSK in Q2 2017 and held it in 15 quarters. The position peaked at $387K in Q4 2019. 1,024 funds tracked by Wall St. Rank hold ADSK as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Autodesk position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 45 Autodesk shares in Q1 2021, an estimated $13K.
TRUE Private Wealth Advisors first reported a position in Autodesk in Q2 2017 and held it in 15 quarters.
TRUE Private Wealth Advisors's Autodesk position peaked at $387K in Q4 2019.
1,024 funds tracked by Wall St. Rank held Autodesk as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.