Capital Advisory Group Advisory Services’s Autodesk ADSK Stock Holding History

Capital Advisory Group Advisory Services’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	-771	Closed	-$165K	–	208
2022 Q1	$165K	Sell	771 -22	-3%	-$5.07K	0.08%	166
2021 Q4	$223K	Buy	793 +6	+0.8%	+$1.75K	0.1%	155
2021 Q3	$224K	Buy	787 +13	+2%	+$3.98K	0.08%	183
2021 Q2	$226K	Sell	774 -7	-0.9%	-$2K	0.08%	188
2021 Q1	$216K	Buy	781 +21	+3%	+$6.06K	0.08%	178
2020 Q4	$232K	Buy	+760	New	+$200K	0.1%	160

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

Capital Advisory Group Advisory Services's ADSK Position: Q2 2022 in Review

Capital Advisory Group Advisory Services sold out of Autodesk (ADSK) in Q2 2022, closing a stake of 771 shares — an estimated $165K sold.

Capital Advisory Group Advisory Services first reported a position in ADSK in Q4 2020 and held it in 6 quarters. The position peaked at $232K in Q4 2020. 1,026 funds tracked by Wall St. Rank hold ADSK as of Q2 2022.

Capital Advisory Group Advisory Services reported no remaining Autodesk position as of Q2 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 771 Autodesk shares in Q2 2022, an estimated $165K.
Capital Advisory Group Advisory Services first reported a position in Autodesk in Q4 2020 and held it in 6 quarters.
Capital Advisory Group Advisory Services's Autodesk position peaked at $232K in Q4 2020.
1,026 funds tracked by Wall St. Rank held Autodesk as of Q2 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.