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Williams Jones Wealth Management’s Autodesk ADSK Stock Holding History

Williams Jones Wealth 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
Q3 		– Sell
-702
Closed -$205K – 495
2021
Q2 		$205K Sell
702
-967
-58% -$276K ﹤0.01% 462
2021
Q1 		$463K Buy
1,669
+1,011
+154% +$292K 0.01% 320
2020
Q4 		$201K Buy
+658
New +$173K ﹤0.01% 432

Other funds holding ADSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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 $3.38T AUM 44.17% 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

Williams Jones Wealth Management's ADSK Position: Q3 2021 in Review

Williams Jones Wealth Management sold out of Autodesk (ADSK) in Q3 2021, closing a stake of 702 shares — an estimated $205K sold.

Williams Jones Wealth Management first reported a position in ADSK in Q4 2020 and held it in 3 quarters. The position peaked at $463K in Q1 2021. 1,024 funds tracked by Wall St. Rank hold ADSK as of Q3 2021.

  • Williams Jones Wealth Management reported no remaining Autodesk position as of Q3 2021 after selling out during the quarter.
  • Williams Jones Wealth Management sold 702 Autodesk shares in Q3 2021, an estimated $205K.
  • Williams Jones Wealth Management first reported a position in Autodesk in Q4 2020 and held it in 3 quarters.
  • Williams Jones Wealth Management's Autodesk position peaked at $463K in Q1 2021.
  • 1,024 funds tracked by Wall St. Rank held Autodesk as of Q3 2021.

Based on Williams Jones Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.