Capital Planning Advisors’s Autodesk ADSK Stock Holding History

Capital Planning Advisors’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	-3,935	Closed	-$843K	–	133
2022 Q1	$843K	Sell	3,935 -36	-0.9%	-$8.29K	0.18%	85
2021 Q4	$1.12M	Hold	3,971	–	–	0.21%	82
2021 Q3	$1.13M	Sell	3,971 -261	-6%	-$79.9K	0.23%	82
2021 Q2	$1.24M	Sell	4,232 -6,807	-62%	-$1.94M	0.25%	81
2021 Q1	$3.06M	Sell	11,039 -2,318	-17%	-$668K	0.69%	40
2020 Q4	$4.08M	Sell	13,357 -561	-4%	-$148K	1%	31
2020 Q3	$3.21M	Buy	13,918 +815	+6%	+$194K	0.88%	32
2020 Q2	$3.13M	Buy	13,103 +132	+1%	+$25.9K	0.93%	29
2020 Q1	$2.02M	Sell	12,971 -157	-1%	-$28.8K	0.76%	46
2019 Q4	$2.41M	Sell	13,128 -953	-7%	-$154K	0.63%	50
2019 Q3	$2.08M	Buy	14,081 +1,621	+13%	+$252K	0.61%	49
2019 Q2	$2.03M	Buy	12,460 +725	+6%	+$122K	0.6%	48
2019 Q1	$1.83M	Buy	11,735 +9	+0.1%	+$1.34K	0.56%	49
2018 Q4	$1.51M	Sell	11,726 -660	-5%	-$89.1K	0.55%	48
2018 Q3	$1.93M	Buy	12,386 +2,936	+31%	+$415K	0.62%	51
2018 Q2	$1.24M	Sell	9,450 -65	-0.7%	-$8.61K	0.56%	54
2018 Q1	$1.2M	Buy	9,515 +4,397	+86%	+$524K	0.42%	63
2017 Q4	$537K	Buy	+5,118	New	+$597K	0.19%	91

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 $44.7B AUM 17.24% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM