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

Other funds holding ADSK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealthcare Capital Management's ADSK Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Autodesk (ADSK) in Q2 2021, closing a stake of 31 shares — an estimated $9K sold.

Wealthcare Capital Management first reported a position in ADSK in Q1 2015 and held it in 7 quarters. The position peaked at $17K in Q3 2018. 1,015 funds tracked by Wall St. Rank hold ADSK as of Q2 2021.

Wealthcare Capital Management reported no remaining Autodesk position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 31 Autodesk shares in Q2 2021, an estimated $9K.
Wealthcare Capital Management first reported a position in Autodesk in Q1 2015 and held it in 7 quarters.
Wealthcare Capital Management's Autodesk position peaked at $17K in Q3 2018.
1,015 funds tracked by Wall St. Rank held Autodesk as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.