Brandywine Oak Private Wealth’s Autodesk ADSK Stock Holding History

Brandywine Oak Private Wealth’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	–	Sell	-977	Closed	-$208K	–	316
2022 Q1	$208K	Sell	977 -2	-0.2%	-$461	0.02%	328
2021 Q4	$275K	Sell	979 -215	-18%	-$62.7K	0.03%	263
2021 Q3	$340K	Sell	1,194 -99	-8%	-$30.3K	0.04%	230
2021 Q2	$377K	Buy	1,293 +312	+32%	+$89K	0.04%	217
2021 Q1	$271K	Sell	981 -93	-9%	-$26.8K	0.04%	227
2020 Q4	$327K	Sell	1,074 -68	-6%	-$17.9K	0.05%	182
2020 Q3	$263K	Buy	+1,142	New	+$271K	0.04%	202

Other funds holding ADSK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Brandywine Oak Private Wealth's ADSK Position: Q2 2022 in Review

Brandywine Oak Private Wealth sold out of Autodesk (ADSK) in Q2 2022, closing a stake of 977 shares — an estimated $208K sold.

Brandywine Oak Private Wealth first reported a position in ADSK in Q3 2020 and held it in 7 quarters. The position peaked at $377K in Q2 2021. 1,026 funds tracked by Wall St. Rank hold ADSK as of Q2 2022.

Brandywine Oak Private Wealth reported no remaining Autodesk position as of Q2 2022 after selling out during the quarter.
Brandywine Oak Private Wealth sold 977 Autodesk shares in Q2 2022, an estimated $208K.
Brandywine Oak Private Wealth first reported a position in Autodesk in Q3 2020 and held it in 7 quarters.
Brandywine Oak Private Wealth's Autodesk position peaked at $377K in Q2 2021.
1,026 funds tracked by Wall St. Rank held Autodesk as of Q2 2022.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2022, filed 22 Jul 2022.