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Calton & Associates’s Autodesk ADSK Stock Holding History

Calton & Associates’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
-897
Closed -$252K – 352
2021
Q4 		$252K Buy
897
+40
+5% +$11.7K 0.07% 301
2021
Q3 		$244K Buy
857
+11
+1% +$3.37K 0.05% 335
2021
Q2 		$247K Sell
846
-11
-1% -$3.14K 0.05% 333
2021
Q1 		$238K Sell
857
-111
-11% -$32K 0.05% 338
2020
Q4 		$296K Buy
+968
New +$255K 0.05% 270
2018
Q1 		– Sell
-53
Closed -$6K – 358
2017
Q4 		$6K Buy
+53
New +$6.18K ﹤0.01% 1194

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 $3.38T AUM 44.17% 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

Calton & Associates's ADSK Position: Q1 2022 in Review

Calton & Associates sold out of Autodesk (ADSK) in Q1 2022, closing a stake of 897 shares — an estimated $252K sold.

Calton & Associates first reported a position in ADSK in Q4 2017 and held it in 6 quarters. The position peaked at $296K in Q4 2020. 1,057 funds tracked by Wall St. Rank hold ADSK as of Q1 2022.

  • Calton & Associates reported no remaining Autodesk position as of Q1 2022 after selling out during the quarter.
  • Calton & Associates sold 897 Autodesk shares in Q1 2022, an estimated $252K.
  • Calton & Associates first reported a position in Autodesk in Q4 2017 and held it in 6 quarters.
  • Calton & Associates's Autodesk position peaked at $296K in Q4 2020.
  • 1,057 funds tracked by Wall St. Rank held Autodesk as of Q1 2022.

Based on Calton & Associates's 13F filing for Q1 2022, filed 12 Apr 2022.