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Wealthspire Advisors (Maryland)’s Autodesk ADSK Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$2.23M Buy
9,673
+7,360
+318% +$1.75M 0.08% 118
2020
Q2 		$553K Buy
2,313
+1,003
+77% +$197K 0.04% 238
2020
Q1 		$204K Buy
+1,310
New +$240K 0.02% 387
2019
Q2 		– Sell
-989
Closed -$154K – 482
2019
Q1 		$154K Buy
989
+7
+0.7% +$1.05K 0.01% 502
2018
Q4 		$126K Buy
982
+54
+6% +$7.29K 0.01% 534
2018
Q3 		$145K Sell
928
-403
-30% -$56.9K 0.01% 549
2018
Q2 		$174K Buy
1,331
+489
+58% +$64.8K 0.02% 503
2018
Q1 		$106K Sell
842
-130
-13% -$15.5K 0.01% 688
2017
Q4 		$102K Buy
972
+304
+46% +$35.4K 0.01% 707
2017
Q3 		$75K Buy
668
+126
+23% +$13.9K 0.01% 817
2017
Q2 		$55K Buy
542
+253
+88% +$25K 0.01% 915
2017
Q1 		$25K Buy
289
+43
+17% +$3.6K ﹤0.01% 1007
2016
Q4 		$18K Buy
246
+23
+10% +$1.69K ﹤0.01% 1044
2016
Q3 		$16K Buy
223
+14
+7% +$882 ﹤0.01% 1117
2016
Q2 		$11K Buy
209
+9
+5% +$521 ﹤0.01% 1177
2016
Q1 		$12K Hold
200
– – ﹤0.01% 1136
2015
Q4 		$12K Buy
+200
New +$11.6K ﹤0.01% 1134

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ADSK Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Autodesk (ADSK) stake by 318% in Q3 2020, buying an estimated $1.75M and bringing the position to 9,673 shares worth $2.23M. The position accounts for 0.08% of the portfolio, ranked #118.

Wealthspire Advisors (Maryland) first reported a position in ADSK in Q4 2015 and has held it in 17 quarters since. 892 funds tracked by Wall St. Rank hold ADSK as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 9,673 shares of Autodesk worth $2.23M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 7,360 Autodesk shares in Q3 2020, an estimated $1.75M.
  • Autodesk made up 0.08% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #118 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Autodesk in Q4 2015 and has held it in 17 quarters since.
  • 892 funds tracked by Wall St. Rank held Autodesk as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.