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 $5.7T AUM 30.48% 1-Year Est. Return

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

Polen Capital Management

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

Loomis, Sayles & Company

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

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Fidelity Investments

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

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

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM