Number of Shares
1,269.00
Current Holdings Value*
$308,980.00
% of Portfolio
4.32%
Total Estimate Gain
$54,678.70
% of Total Estimate Gain
15.85%

Virtus SGA New Leaders Growth Fund's Autodesk Inc Holding Summary

As of 2023-12-31, VIRTUS EQUITY TRUST held 1,269.00 shares of Autodesk Inc(ADSK), totaling $308,980.00. This investment constitutes 4.32% of their stock portfolio, and VIRTUS EQUITY TRUST now holds 0% of the outstanding Autodesk Inc(ADSK) stock.

The initial trade took place in 2020Q4. And since then Virtus SGA New Leaders Growth Fund has made 3 purchases of ADSK, at an average price of $255.49, for a total of 1,350.00 shares. In addition, there have been 1 sales at an average price of $215.94 for 81.00 shares. Based on historical transaction data and ADSK's current price of $301.10, Virtus SGA New Leaders Growth Fund's estimated gain on his ADSK holdings is $54,678.70, reflecting a 15.85% gain to date.

Virtus SGA New Leaders Growth Fund ADSK ($301.10) Holding Chart

Virtus SGA New Leaders Growth Fund ADSK ($301.10) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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