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USCA RIA’s Autodesk ADSK Stock Holding History

USCA RIA’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
Q2 		$494K Sell
1,693
-320
-16% -$91.3K 0.03% 395
2021
Q1 		$558K Sell
2,013
-383
-16% -$110K 0.04% 368
2020
Q4 		$732K Buy
2,396
+1,332
+125% +$351K 0.05% 271
2020
Q3 		$246K Buy
1,064
+51
+5% +$12.1K 0.02% 392
2020
Q2 		$242K Buy
+1,013
New +$199K 0.02% 383
2020
Q1 		– Sell
-2,316
Closed -$425K – 412
2019
Q4 		$425K Buy
+2,316
New +$375K 0.04% 353

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

USCA RIA's ADSK Position: Q2 2021 in Review

USCA RIA reduced its Autodesk (ADSK) stake by 16% in Q2 2021, selling an estimated $91.3K and leaving 1,693 shares worth $494K. The position accounts for 0.03% of the portfolio, ranked #395.

USCA RIA first reported a position in ADSK in Q4 2019 and has held it in 6 quarters since. The position peaked at $732K in Q4 2020. 1,012 funds tracked by Wall St. Rank hold ADSK as of Q2 2021.

  • USCA RIA held 1,693 shares of Autodesk worth $494K as of Q2 2021.
  • USCA RIA sold 320 Autodesk shares in Q2 2021, an estimated $91.3K.
  • Autodesk made up 0.03% of USCA RIA's portfolio in Q2 2021, its #395 holding.
  • USCA RIA first reported a position in Autodesk in Q4 2019 and has held it in 6 quarters since.
  • USCA RIA's Autodesk position peaked at $732K in Q4 2020.
  • 1,012 funds tracked by Wall St. Rank held Autodesk as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.