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Ascent Wealth Partners’s Autodesk ADSK Stock Holding History

Ascent Wealth 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
Q1 		– Sell
-4,699
Closed -$1.32M – 149
2021
Q4 		$1.32M Buy
4,699
+155
+3% +$45.2K 0.24% 73
2021
Q3 		$1.3M Buy
4,544
+77
+2% +$23.6K 0.25% 74
2021
Q2 		$1.3M Sell
4,467
-33
-0.7% -$9.41K 0.25% 75
2021
Q1 		$1.25M Buy
4,500
+171
+4% +$49.3K 0.27% 74
2020
Q4 		$1.32M Buy
+4,329
New +$1.14M 0.29% 67

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

Ascent Wealth Partners's ADSK Position: Q1 2022 in Review

Ascent Wealth Partners sold out of Autodesk (ADSK) in Q1 2022, closing a stake of 4,699 shares — an estimated $1.32M sold.

Ascent Wealth Partners first reported a position in ADSK in Q4 2020 and held it in 5 quarters. The position peaked at $1.32M in Q4 2021. 1,057 funds tracked by Wall St. Rank hold ADSK as of Q1 2022.

  • Ascent Wealth Partners reported no remaining Autodesk position as of Q1 2022 after selling out during the quarter.
  • Ascent Wealth Partners sold 4,699 Autodesk shares in Q1 2022, an estimated $1.32M.
  • Ascent Wealth Partners first reported a position in Autodesk in Q4 2020 and held it in 5 quarters.
  • Ascent Wealth Partners's Autodesk position peaked at $1.32M in Q4 2021.
  • 1,057 funds tracked by Wall St. Rank held Autodesk as of Q1 2022.

Based on Ascent Wealth Partners's 13F filing for Q1 2022, filed 2 May 2022.