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Castle Wealth Management’s Autodesk ADSK Stock Holding History

Castle Wealth Management’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
Q4 		– Sell
-656
Closed -$123K – 118
2022
Q3 		$123K Sell
656
-1
-0.2% -$202 0.07% 131
2022
Q2 		$113K Buy
+657
New +$126K 0.07% 137

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 $3.37T AUM 44.26% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Castle Wealth Management's ADSK Position: Q4 2022 in Review

Castle Wealth Management sold out of Autodesk (ADSK) in Q4 2022, closing a stake of 656 shares — an estimated $123K sold.

Castle Wealth Management first reported a position in ADSK in Q2 2022 and held it in 2 quarters. The position peaked at $123K in Q3 2022. 1,092 funds tracked by Wall St. Rank hold ADSK as of Q4 2022.

  • Castle Wealth Management reported no remaining Autodesk position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 656 Autodesk shares in Q4 2022, an estimated $123K.
  • Castle Wealth Management first reported a position in Autodesk in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Autodesk position peaked at $123K in Q3 2022.
  • 1,092 funds tracked by Wall St. Rank held Autodesk as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.