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Advisor OS’s Autodesk ADSK Stock Holding History

Advisor OS’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
2023
Q3 		– Sell
-4,036
Closed -$826K – 285
2023
Q2 		$826K Sell
4,036
-134
-3% -$26.8K 0.14% 153
2023
Q1 		$868K Buy
4,170
+8
+0.2% +$1.65K 0.21% 122
2022
Q4 		$778K Buy
4,162
+660
+19% +$132K 0.21% 115
2022
Q3 		$654K Sell
3,502
-145
-4% -$29.3K 0.2% 106
2022
Q2 		$627K Sell
3,647
-635
-15% -$122K 0.18% 122
2022
Q1 		$918K Sell
4,282
-1,312
-23% -$302K 0.27% 88
2021
Q4 		$1.57M Buy
5,594
+513
+10% +$150K 0.32% 78
2021
Q3 		$1.45M Buy
5,081
+179
+4% +$54.8K 0.32% 72
2021
Q2 		$1.43M Buy
4,902
+789
+19% +$225K 0.3% 64
2021
Q1 		$1.14M Buy
4,113
+390
+10% +$112K 0.26% 71
2020
Q4 		$1.14M Buy
3,723
+1,111
+43% +$293K 0.31% 46
2020
Q3 		$604K Buy
2,612
+1,349
+107% +$321K 0.25% 46
2020
Q2 		$302K Buy
+1,263
New +$248K 0.18% 102

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Advisor OS's ADSK Position: Q3 2023 in Review

Advisor OS sold out of Autodesk (ADSK) in Q3 2023, closing a stake of 4,036 shares — an estimated $826K sold.

Advisor OS first reported a position in ADSK in Q2 2020 and held it in 13 quarters. The position peaked at $1.57M in Q4 2021. 1,076 funds tracked by Wall St. Rank hold ADSK as of Q3 2023.

  • Advisor OS reported no remaining Autodesk position as of Q3 2023 after selling out during the quarter.
  • Advisor OS sold 4,036 Autodesk shares in Q3 2023, an estimated $826K.
  • Advisor OS first reported a position in Autodesk in Q2 2020 and held it in 13 quarters.
  • Advisor OS's Autodesk position peaked at $1.57M in Q4 2021.
  • 1,076 funds tracked by Wall St. Rank held Autodesk as of Q3 2023.

Based on Advisor OS's 13F filing for Q3 2023, filed 3 Nov 2023.