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Waddell & Reed Financial’s Autodesk ADSK Stock Holding History

Waddell & Reed Financial’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 		$57.4M Sell
206,964
-24,572
-11% -$7.09M 0.12% 202
2020
Q4 		$70.7M Sell
231,536
-17,169
-7% -$4.52M 0.15% 180
2020
Q3 		$57.5M Sell
248,705
-100,445
-29% -$23.9M 0.14% 178
2020
Q2 		$83.5M Buy
349,150
+182
+0.1% +$35.8K 0.22% 127
2020
Q1 		$54.5M Buy
348,968
+27,380
+9% +$5.03M 0.18% 150
2019
Q4 		$59M Sell
321,588
-8,759
-3% -$1.42M 0.15% 182
2019
Q3 		$48.8M Sell
330,347
-67
-0% -$10.4K 0.13% 190
2019
Q2 		$53.8M Sell
330,414
-42,187
-11% -$7.09M 0.13% 193
2019
Q1 		$58.1M Sell
372,601
-618,136
-62% -$92.4M 0.14% 189
2018
Q4 		$127M Buy
990,737
+25,318
+3% +$3.42M 0.36% 65
2018
Q3 		$151M Sell
965,419
-1,957
-0.2% -$276K 0.33% 85
2018
Q2 		$127M Buy
967,376
+28,392
+3% +$3.76M 0.29% 99
2018
Q1 		$118M Buy
938,984
+143,022
+18% +$17M 0.27% 104
2017
Q4 		$83.4M Buy
795,962
+18,480
+2% +$2.15M 0.19% 139
2017
Q3 		$87.3M Buy
777,482
+8,569
+1% +$945K 0.19% 135
2017
Q2 		$77.5M Sell
768,913
-40,548
-5% -$4.01M 0.17% 153
2017
Q1 		$70M Sell
809,461
-4,776
-0.6% -$400K 0.15% 172
2016
Q4 		$60.3M Sell
814,237
-83,347
-9% -$6.14M 0.13% 195
2016
Q3 		$64.9M Hold
897,584
– – 0.13% 177
2016
Q2 		$48.6M Hold
897,584
– – 0.1% 210
2016
Q1 		$52.3M Buy
897,584
+210,699
+31% +$11M 0.1% 196
2015
Q4 		$41.9M Sell
686,885
-621,665
-48% -$36.1M 0.07% 225
2015
Q3 		$57.8M Sell
1,308,550
-2,712,749
-67% -$136M 0.09% 199
2015
Q2 		$201M Buy
4,021,299
+198,940
+5% +$11.4M 0.29% 95
2015
Q1 		$224M Sell
3,822,359
-294,104
-7% -$17.4M 0.31% 87
2014
Q4 		$247M Sell
4,116,463
-122,125
-3% -$7.07M 0.34% 86
2014
Q3 		$234M Sell
4,238,588
-111,774
-3% -$6.12M 0.32% 86
2014
Q2 		$245M Buy
+4,350,362
New +$221M 0.36% 76

Other funds holding ADSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $79.8B AUM 16.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Waddell & Reed Financial's ADSK Position: Q1 2021 in Review

Waddell & Reed Financial reduced its Autodesk (ADSK) stake by 11% in Q1 2021, selling an estimated $7.09M and leaving 206,964 shares worth $57.4M. The position accounts for 0.12% of the portfolio, ranked #202.

Waddell & Reed Financial first reported a position in ADSK in Q2 2014 and has held it in 28 quarters since. The position peaked at $247M in Q4 2014. 1,026 funds tracked by Wall St. Rank hold ADSK as of Q1 2021.

  • Waddell & Reed Financial held 206,964 shares of Autodesk worth $57.4M as of Q1 2021.
  • Waddell & Reed Financial sold 24,572 Autodesk shares in Q1 2021, an estimated $7.09M.
  • Autodesk made up 0.12% of Waddell & Reed Financial's portfolio in Q1 2021, its #202 holding.
  • Waddell & Reed Financial first reported a position in Autodesk in Q2 2014 and has held it in 28 quarters since.
  • Waddell & Reed Financial's Autodesk position peaked at $247M in Q4 2014.
  • 1,026 funds tracked by Wall St. Rank held Autodesk as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.