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Wealth Advisory Solutions’s Autodesk ADSK Stock Holding History

Wealth Advisory Solutions’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
-759
Closed -$231K – 135
2020
Q4 		$231K Buy
+759
New +$200K 0.06% 144
2020
Q3 		– Sell
-1,038
Closed -$248K – 179
2020
Q2 		$248K Buy
+1,038
New +$204K 0.07% 156

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
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
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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Wealth Advisory Solutions's ADSK Position: Q1 2021 in Review

Wealth Advisory Solutions sold out of Autodesk (ADSK) in Q1 2021, closing a stake of 759 shares — an estimated $231K sold.

Wealth Advisory Solutions first reported a position in ADSK in Q2 2020 and held it in 2 quarters. The position peaked at $248K in Q2 2020. 1,024 funds tracked by Wall St. Rank hold ADSK as of Q1 2021.

  • Wealth Advisory Solutions reported no remaining Autodesk position as of Q1 2021 after selling out during the quarter.
  • Wealth Advisory Solutions sold 759 Autodesk shares in Q1 2021, an estimated $231K.
  • Wealth Advisory Solutions first reported a position in Autodesk in Q2 2020 and held it in 2 quarters.
  • Wealth Advisory Solutions's Autodesk position peaked at $248K in Q2 2020.
  • 1,024 funds tracked by Wall St. Rank held Autodesk as of Q1 2021.

Based on Wealth Advisory Solutions's 13F filing for Q1 2021, filed 13 May 2021.