Altium Wealth Management’s Autodesk ADSK Stock Holding History

Altium Wealth Management’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 Q2	$437K	Buy	2,543 +1,474	+138%	+$283K	0.03%	256
2022 Q1	$229K	Buy	1,069 +186	+21%	+$42.8K	0.01%	347
2021 Q4	$248K	Sell	883 -230	-21%	-$67K	0.02%	341
2021 Q3	$317K	Buy	1,113 +98	+10%	+$30K	0.02%	309
2021 Q2	$296K	Buy	1,015 +147	+17%	+$41.9K	0.02%	322
2021 Q1	$241K	Buy	+868	New	+$250K	0.02%	331

Other funds holding ADSK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Altium Wealth Management's ADSK Position: Q2 2022 in Review

Altium Wealth Management increased its Autodesk (ADSK) stake by 138% in Q2 2022, buying an estimated $283K and bringing the position to 2,543 shares worth $437K. The position accounts for 0.03% of the portfolio, ranked #256.

Altium Wealth Management first reported a position in ADSK in Q1 2021 and has held it in 6 quarters since. 1,026 funds tracked by Wall St. Rank hold ADSK as of Q2 2022.

Altium Wealth Management held 2,543 shares of Autodesk worth $437K as of Q2 2022.
Altium Wealth Management bought 1,474 Autodesk shares in Q2 2022, an estimated $283K.
Autodesk made up 0.03% of Altium Wealth Management's portfolio in Q2 2022, its #256 holding.
Altium Wealth Management first reported a position in Autodesk in Q1 2021 and has held it in 6 quarters since.
1,026 funds tracked by Wall St. Rank held Autodesk as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.