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Almanack Investment Partners’s Autodesk ADSK Stock Holding History

Almanack Investment Partners’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
Q4 		– Sell
-17
Closed -$3K – 183
2022
Q3 		$3K Buy
+17
New +$3.44K ﹤0.01% 640

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Polen Capital Management
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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

Almanack Investment Partners's ADSK Position: Q4 2022 in Review

Almanack Investment Partners sold out of Autodesk (ADSK) in Q4 2022, closing a stake of 17 shares — an estimated $3K sold.

Almanack Investment Partners first reported a position in ADSK in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 1,092 funds tracked by Wall St. Rank hold ADSK as of Q4 2022.

  • Almanack Investment Partners reported no remaining Autodesk position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 17 Autodesk shares in Q4 2022, an estimated $3K.
  • Almanack Investment Partners first reported a position in Autodesk in Q3 2022 and held it in 1 quarter.
  • Almanack Investment Partners's Autodesk position peaked at $3K in Q3 2022.
  • 1,092 funds tracked by Wall St. Rank held Autodesk as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.