SVA Plumb Wealth Management »

Autodesk shares owned by SVA Plumb Wealth Management

Quarter-by-quarter ownership of Autodesk (ADSK) shares owned by SVA Plumb Wealth Management from 13F filings

Historical chart of SVA Plumb Wealth Management investment in Autodesk

Tip: Access up to 7 years of quarterly data

All positions including Autodesk held by SVA Plumb Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Autodesk by SVA Plumb Wealth Management

Quarter filed Position value Share count Share price at filing
2020-12-31 $627k 2.1k 305.26
2020-09-30 $216k 937 230.52

More positions owned by SVA Plumb Wealth Management

Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
J P Morgan Exchange-traded F Jpmorgan Diver (JPUS)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Visa Com Cl A (V)
Vanguard Index Fds Growth Etf (VUG)
Johnson & Johnson (JNJ)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)

View all positions for SVA Plumb Wealth Management

Top funds holding Autodesk

BlackRock
Vanguard Group
State Street Corporation
Loomis, Sayles and
Geode Capital Management
Investec Asset Management
FMR
Massachusetts Financial Services
Ubs Global Asset Management Americas
Morgan Stanley
Brown Advisory Holdings Incorporated
Amundi
Northern Trust
Invesco
Franklin Resources

View all funds holding Autodesk