APA
ADSK icon

American Portfolios Advisors’s Autodesk ADSK Stock Holding History

American Portfolios 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
Q3 		$315K Sell
1,686
-210
-11% -$42.4K 0.01% 829
2022
Q2 		$326K Sell
1,896
-330
-15% -$63.5K 0.01% 845
2022
Q1 		$477K Buy
2,226
+355
+19% +$81.8K 0.02% 757
2021
Q4 		$526K Buy
1,871
+87
+5% +$25.4K 0.02% 716
2021
Q3 		$509K Buy
1,784
+391
+28% +$120K 0.02% 701
2021
Q2 		$407K Buy
1,393
+115
+9% +$32.8K 0.02% 812
2021
Q1 		$354K Buy
1,278
+217
+20% +$62.6K 0.02% 802
2020
Q4 		$324K Buy
1,061
+119
+13% +$31.4K 0.02% 700
2020
Q3 		$218K Sell
942
-248
-21% -$58.9K 0.01% 763
2020
Q2 		$285K Buy
1,190
+255
+27% +$50.1K 0.02% 618
2020
Q1 		$146K Buy
935
+90
+11% +$16.5K 0.01% 757
2019
Q4 		$155K Buy
845
+51
+6% +$8.27K 0.01% 848
2019
Q3 		$117K Sell
794
-2,412
-75% -$375K 0.01% 928
2019
Q2 		$522K Buy
3,206
+23
+0.7% +$3.87K 0.04% 378
2019
Q1 		$496K Buy
3,183
+557
+21% +$83.3K 0.05% 373
2018
Q4 		$338K Sell
2,626
-114
-4% -$15.4K 0.04% 379
2018
Q3 		$428K Buy
2,740
+1,196
+77% +$169K 0.05% 362
2018
Q2 		$202K Buy
+1,544
New +$205K 0.03% 543
2018
Q1 		– Sell
-5
Closed -$524 – 2308
2017
Q4 		$524 Buy
+5
New +$583 ﹤0.01% 2190

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
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

American Portfolios Advisors's ADSK Position: Q3 2022 in Review

American Portfolios Advisors reduced its Autodesk (ADSK) stake by 11% in Q3 2022, selling an estimated $42.4K and leaving 1,686 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #829.

American Portfolios Advisors first reported a position in ADSK in Q4 2017 and has held it in 19 quarters since. The position peaked at $526K in Q4 2021. 1,040 funds tracked by Wall St. Rank hold ADSK as of Q3 2022.

  • American Portfolios Advisors held 1,686 shares of Autodesk worth $315K as of Q3 2022.
  • American Portfolios Advisors sold 210 Autodesk shares in Q3 2022, an estimated $42.4K.
  • Autodesk made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #829 holding.
  • American Portfolios Advisors first reported a position in Autodesk in Q4 2017 and has held it in 19 quarters since.
  • American Portfolios Advisors's Autodesk position peaked at $526K in Q4 2021.
  • 1,040 funds tracked by Wall St. Rank held Autodesk as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.