WealthTrust-Arizona’s Autodesk ADSK Stock Holding History

WealthTrust-Arizona’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
2018 Q4	$51K	Hold	395	–	–	0.03%	149
2018 Q3	$62K	Sell	395 -98	-20%	-$13.8K	0.03%	139
2018 Q2	$65K	Hold	493	–	–	0.03%	122
2018 Q1	$62K	Sell	493 -115	-19%	-$13.7K	0.03%	132
2017 Q4	$64K	Buy	608 +217	+55%	+$25.3K	0.03%	141
2017 Q3	$44K	Hold	391	–	–	0.02%	175
2017 Q2	$39K	Buy	+391	New	+$38.7K	0.02%	185
2015 Q4	–	Sell	-100	Closed	-$4K	–	583
2015 Q3	$4K	Hold	100	–	–	﹤0.01%	490
2015 Q2	$5K	Buy	+100	New	+$5.72K	﹤0.01%	486

Other funds holding ADSK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

WealthTrust-Arizona's ADSK Position: Q4 2018 in Review

WealthTrust-Arizona held its Autodesk (ADSK) position steady in Q4 2018 at 395 shares worth $51K. The position accounts for 0.03% of the portfolio, ranked #149.

WealthTrust-Arizona first reported a position in ADSK in Q2 2015 and has held it in 9 quarters since. The position peaked at $65K in Q2 2018. 677 funds tracked by Wall St. Rank hold ADSK as of Q4 2018.

WealthTrust-Arizona held 395 shares of Autodesk worth $51K as of Q4 2018.
WealthTrust-Arizona left its Autodesk share count unchanged in Q4 2018.
Autodesk made up 0.03% of WealthTrust-Arizona's portfolio in Q4 2018, its #149 holding.
WealthTrust-Arizona first reported a position in Autodesk in Q2 2015 and has held it in 9 quarters since.
WealthTrust-Arizona's Autodesk position peaked at $65K in Q2 2018.
677 funds tracked by Wall St. Rank held Autodesk as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.