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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return