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1834 Investment Advisors’s Autodesk ADSK Stock Holding History

1834 Investment Advisors’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
2022
Q3 		– Sell
-75
Closed -$13K – 199
2022
Q2 		$13K Hold
75
– – ﹤0.01% 361
2022
Q1 		$16K Buy
+75
New +$17.3K ﹤0.01% 319

Other funds holding ADSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

1834 Investment Advisors's ADSK Position: Q3 2022 in Review

1834 Investment Advisors sold out of Autodesk (ADSK) in Q3 2022, closing a stake of 75 shares — an estimated $13K sold.

1834 Investment Advisors first reported a position in ADSK in Q1 2022 and held it in 2 quarters. The position peaked at $16K in Q1 2022. 1,039 funds tracked by Wall St. Rank hold ADSK as of Q3 2022.

  • 1834 Investment Advisors reported no remaining Autodesk position as of Q3 2022 after selling out during the quarter.
  • 1834 Investment Advisors sold 75 Autodesk shares in Q3 2022, an estimated $13K.
  • 1834 Investment Advisors first reported a position in Autodesk in Q1 2022 and held it in 2 quarters.
  • 1834 Investment Advisors's Autodesk position peaked at $16K in Q1 2022.
  • 1,039 funds tracked by Wall St. Rank held Autodesk as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.