Wealthcare Capital Management’s Autodesk ADSK Stock Holding History

Wealthcare Capital Management’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	–	Sell	-31	Closed	-$9K	–	90
2021 Q1	$9K	Buy	+31	New	+$8.94K	﹤0.01%	286
2020 Q1	–	Sell	-21	Closed	-$4K	–	247
2019 Q4	$4K	Buy	+21	New	+$3.4K	﹤0.01%	260
2018 Q4	–	Sell	-106	Closed	-$17K	–	186
2018 Q3	$17K	Hold	106	–	–	﹤0.01%	144
2018 Q2	$14K	Hold	106	–	–	﹤0.01%	140
2018 Q1	$13K	Hold	106	–	–	﹤0.01%	133
2017 Q4	$11K	Buy	+106	New	+$12.4K	﹤0.01%	132
2015 Q2	–	Sell	-47	Closed	-$3K	–	384
2015 Q1	$3K	Buy	+47	New	+$2.78K	﹤0.01%	727

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Loomis, Sayles & Company

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Fidelity Investments

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

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 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 Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return