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Willingdon Wealth Management’s Autodesk ADSK Stock Holding History

Willingdon 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
2019
Q4 		– Sell
-32
Closed -$5K – 373
2019
Q3 		$5K Buy
+32
New +$4.98K ﹤0.01% 271

Other funds holding ADSK

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Willingdon Wealth Management's ADSK Position: Q4 2019 in Review

Willingdon Wealth Management sold out of Autodesk (ADSK) in Q4 2019, closing a stake of 32 shares — an estimated $5K sold.

Willingdon Wealth Management first reported a position in ADSK in Q3 2019 and held it in 1 quarter. The position peaked at $5K in Q3 2019. 772 funds tracked by Wall St. Rank hold ADSK as of Q4 2019.

  • Willingdon Wealth Management reported no remaining Autodesk position as of Q4 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 32 Autodesk shares in Q4 2019, an estimated $5K.
  • Willingdon Wealth Management first reported a position in Autodesk in Q3 2019 and held it in 1 quarter.
  • Willingdon Wealth Management's Autodesk position peaked at $5K in Q3 2019.
  • 772 funds tracked by Wall St. Rank held Autodesk as of Q4 2019.

Based on Willingdon Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.