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WealthStone’s Autodesk ADSK Stock Holding History

WealthStone’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 		$301K Buy
1,089
+16
+1% +$4.61K 0.11% 157
2020
Q4 		$328K Buy
+1,073
New +$283K 0.12% 121
2019
Q3 		– Sell
-13
Closed -$2.12K – 59
2019
Q2 		$2.12K Buy
+13
New +$2.19K ﹤0.01% 523

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

WealthStone's ADSK Position: Q1 2021 in Review

WealthStone increased its Autodesk (ADSK) stake by 1.5% in Q1 2021, buying an estimated $4.61K and bringing the position to 1,089 shares worth $301K. The position accounts for 0.11% of the portfolio, ranked #157.

WealthStone first reported a position in ADSK in Q2 2019 and has held it in 3 quarters since. The position peaked at $328K in Q4 2020. 1,024 funds tracked by Wall St. Rank hold ADSK as of Q1 2021.

  • WealthStone held 1,089 shares of Autodesk worth $301K as of Q1 2021.
  • WealthStone bought 16 Autodesk shares in Q1 2021, an estimated $4.61K.
  • Autodesk made up 0.11% of WealthStone's portfolio in Q1 2021, its #157 holding.
  • WealthStone first reported a position in Autodesk in Q2 2019 and has held it in 3 quarters since.
  • WealthStone's Autodesk position peaked at $328K in Q4 2020.
  • 1,024 funds tracked by Wall St. Rank held Autodesk as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.