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Arete Wealth Advisors’s Autodesk ADSK Stock Holding History

Arete Wealth 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
-1,384
Closed -$392K – 508
2021
Q4 		$392K Buy
1,384
+96
+7% +$28K 0.03% 333
2021
Q3 		$367K Sell
1,288
-393
-23% -$120K 0.04% 297
2021
Q2 		$491K Buy
+1,681
New +$480K 0.07% 208

Other funds holding ADSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 1-Year Est. Return

Arete Wealth Advisors's ADSK Position: Q1 2022 in Review

Arete Wealth Advisors sold out of Autodesk (ADSK) in Q1 2022, closing a stake of 1,384 shares — an estimated $392K sold.

Arete Wealth Advisors first reported a position in ADSK in Q2 2021 and held it in 3 quarters. The position peaked at $491K in Q2 2021. 1,057 funds tracked by Wall St. Rank hold ADSK as of Q1 2022.

  • Arete Wealth Advisors reported no remaining Autodesk position as of Q1 2022 after selling out during the quarter.
  • Arete Wealth Advisors sold 1,384 Autodesk shares in Q1 2022, an estimated $392K.
  • Arete Wealth Advisors first reported a position in Autodesk in Q2 2021 and held it in 3 quarters.
  • Arete Wealth Advisors's Autodesk position peaked at $491K in Q2 2021.
  • 1,057 funds tracked by Wall St. Rank held Autodesk as of Q1 2022.

Based on Arete Wealth Advisors's 13F filing for Q1 2022, filed 6 May 2022.