C-J Advisory’s Autodesk ADSK Stock Holding History

C-J Advisory’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
2021 Q3	$10.5M	Hold	36,876	–	–	5.57%	6
2021 Q2	$10.8M	Hold	36,876	–	–	5.78%	6
2021 Q1	$10.2M	Hold	36,876	–	–	5.96%	6
2020 Q4	$11.3M	Hold	36,876	–	–	7.02%	5
2020 Q3	$8.52M	Hold	36,876	–	–	6.19%	6
2020 Q2	$8.89M	Hold	36,876	–	–	6.72%	6
2020 Q1	$5.76M	Sell	36,876 -4,403	-11%	-$808K	5.19%	7
2019 Q4	$7.57M	Buy	41,279 +64	+0.2%	+$10.4K	4.51%	8
2019 Q3	$6.09M	Hold	41,215	–	–	3.83%	8
2019 Q2	$6.71M	Hold	41,215	–	–	4.33%	8
2019 Q1	$6.75M	Hold	41,215	–	–	4.39%	8
2018 Q4	$5.3M	Hold	41,215	–	–	3.88%	9
2018 Q3	$6.43M	Sell	41,215 -41	-0.1%	-$5.79K	4.34%	8
2018 Q2	$5.41M	Hold	41,256	–	–	3.78%	9
2018 Q1	$5.06M	Hold	41,256	–	–	3.67%	9
2017 Q4	$4.33M	Hold	41,256	–	–	3.15%	9
2017 Q3	$4.63M	Hold	41,256	–	–	3.44%	10
2017 Q2	$4.16M	Sell	41,256 -71	-0.2%	-$7.03K	3.22%	10
2017 Q1	$3.57M	Hold	41,327	–	–	2.93%	10
2016 Q4	$3.06M	Buy	41,327 +174	+0.4%	+$12.8K	2.68%	10
2016 Q3	$2.98M	Buy	+41,153	New	+$2.59M	2.65%	13

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

C-J Advisory's ADSK Position: Q3 2021 in Review

C-J Advisory held its Autodesk (ADSK) position steady in Q3 2021 at 36,876 shares worth $10.5M. The position accounts for 5.57% of the portfolio, ranked #6.

C-J Advisory first reported a position in ADSK in Q3 2016 and has held it in 21 quarters since. The position peaked at $11.3M in Q4 2020. 1,021 funds tracked by Wall St. Rank hold ADSK as of Q3 2021.

C-J Advisory held 36,876 shares of Autodesk worth $10.5M as of Q3 2021.
C-J Advisory left its Autodesk share count unchanged in Q3 2021.
Autodesk made up 5.57% of C-J Advisory's portfolio in Q3 2021, its #6 holding.
C-J Advisory first reported a position in Autodesk in Q3 2016 and has held it in 21 quarters since.
C-J Advisory's Autodesk position peaked at $11.3M in Q4 2020.
1,021 funds tracked by Wall St. Rank held Autodesk as of Q3 2021.

Based on C-J Advisory's 13F filing for Q3 2021, filed 13 Oct 2021.