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Alera Investment Advisors’s Autodesk ADSK Stock Holding History

Alera 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
Q1 		– Sell
-841
Closed -$236K – 185
2021
Q4 		$236K Buy
841
+4
+0.5% +$1.17K 0.06% 91
2021
Q3 		$239K Hold
837
– – 0.07% 88
2021
Q2 		$244K Hold
837
– – 0.07% 87
2021
Q1 		$232K Sell
837
-5
-0.6% -$1.44K 0.08% 83
2020
Q4 		$257K Buy
+842
New +$222K 0.09% 72
2020
Q3 		– Sell
-837
Closed -$200K – 85
2020
Q2 		$200K Buy
+837
New +$165K 0.11% 74
2019
Q2 		– Sell
-1,120
Closed -$175K – 92
2019
Q1 		$175K Buy
1,120
+36
+3% +$5.38K 0.09% 79
2018
Q4 		$139K Buy
+1,084
New +$146K 0.08% 97

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

Alera Investment Advisors's ADSK Position: Q1 2022 in Review

Alera Investment Advisors sold out of Autodesk (ADSK) in Q1 2022, closing a stake of 841 shares — an estimated $236K sold.

Alera Investment Advisors first reported a position in ADSK in Q4 2018 and held it in 8 quarters. The position peaked at $257K in Q4 2020. 1,056 funds tracked by Wall St. Rank hold ADSK as of Q1 2022.

  • Alera Investment Advisors reported no remaining Autodesk position as of Q1 2022 after selling out during the quarter.
  • Alera Investment Advisors sold 841 Autodesk shares in Q1 2022, an estimated $236K.
  • Alera Investment Advisors first reported a position in Autodesk in Q4 2018 and held it in 8 quarters.
  • Alera Investment Advisors's Autodesk position peaked at $257K in Q4 2020.
  • 1,056 funds tracked by Wall St. Rank held Autodesk as of Q1 2022.

Based on Alera Investment Advisors's 13F filing for Q1 2022, filed 10 May 2022.