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TrueWealth LLC’s Autodesk ADSK Stock Holding History

TrueWealth LLC’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
Q2 		$48K Hold
202
– – 0.02% 282
2020
Q1 		$32K Hold
202
– – 0.02% 302
2019
Q4 		$37K Hold
202
– – 0.02% 301
2019
Q3 		$30K Hold
202
– – 0.01% 317
2019
Q2 		$33K Hold
202
– – 0.01% 311
2019
Q1 		$31K Hold
202
– – 0.01% 317
2018
Q4 		$26K Hold
202
– – 0.01% 325
2018
Q3 		$32K Hold
202
– – 0.01% 326
2018
Q2 		$26K Hold
202
– – 0.01% 345
2018
Q1 		$25K Sell
202
-145
-42% -$17.3K 0.01% 329
2017
Q4 		$36K Buy
+347
New +$40.5K 0.02% 317

Other funds holding ADSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TrueWealth LLC's ADSK Position: Q2 2020 in Review

TrueWealth LLC held its Autodesk (ADSK) position steady in Q2 2020 at 202 shares worth $48K. The position accounts for 0.02% of the portfolio, ranked #282.

TrueWealth LLC first reported a position in ADSK in Q4 2017 and has held it in 11 quarters since. 862 funds tracked by Wall St. Rank hold ADSK as of Q2 2020.

  • TrueWealth LLC held 202 shares of Autodesk worth $48K as of Q2 2020.
  • TrueWealth LLC left its Autodesk share count unchanged in Q2 2020.
  • Autodesk made up 0.02% of TrueWealth LLC's portfolio in Q2 2020, its #282 holding.
  • TrueWealth LLC first reported a position in Autodesk in Q4 2017 and has held it in 11 quarters since.
  • 862 funds tracked by Wall St. Rank held Autodesk as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.