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WealthShield Partners’s Autodesk ADSK Stock Holding History

WealthShield Partners’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
Q3 		– Sell
-384
Closed -$112K – 241
2021
Q2 		$112K Buy
384
+29
+8% +$8.27K 0.02% 346
2021
Q1 		$98K Buy
+355
New +$102K 0.02% 343

Other funds holding ADSK

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

WealthShield Partners's ADSK Position: Q3 2021 in Review

WealthShield Partners sold out of Autodesk (ADSK) in Q3 2021, closing a stake of 384 shares — an estimated $112K sold.

WealthShield Partners first reported a position in ADSK in Q1 2021 and held it in 2 quarters. The position peaked at $112K in Q2 2021. 1,024 funds tracked by Wall St. Rank hold ADSK as of Q3 2021.

  • WealthShield Partners reported no remaining Autodesk position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 384 Autodesk shares in Q3 2021, an estimated $112K.
  • WealthShield Partners first reported a position in Autodesk in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's Autodesk position peaked at $112K in Q2 2021.
  • 1,024 funds tracked by Wall St. Rank held Autodesk as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.