COCM
ADSK icon

Charter Oak Capital Management’s Autodesk ADSK Stock Holding History

Charter Oak Capital 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
Q3 		– Sell
-6
Closed -$1K – 168
2022
Q2 		$1K Hold
6
– – ﹤0.01% 861
2022
Q1 		$1K Hold
6
– – ﹤0.01% 911
2021
Q4 		$2K Hold
6
– – ﹤0.01% 764
2021
Q3 		$2K Sell
6
-5
-45% -$1.53K ﹤0.01% 741
2021
Q2 		$3K Buy
11
+5
+83% +$1.43K ﹤0.01% 704
2021
Q1 		$2K Hold
6
– – ﹤0.01% 699
2020
Q4 		$2K Buy
+6
New +$1.58K ﹤0.01% 657

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
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

Charter Oak Capital Management's ADSK Position: Q3 2022 in Review

Charter Oak Capital Management sold out of Autodesk (ADSK) in Q3 2022, closing a stake of 6 shares — an estimated $1K sold.

Charter Oak Capital Management first reported a position in ADSK in Q4 2020 and held it in 7 quarters. The position peaked at $3K in Q2 2021. 1,040 funds tracked by Wall St. Rank hold ADSK as of Q3 2022.

  • Charter Oak Capital Management reported no remaining Autodesk position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 6 Autodesk shares in Q3 2022, an estimated $1K.
  • Charter Oak Capital Management first reported a position in Autodesk in Q4 2020 and held it in 7 quarters.
  • Charter Oak Capital Management's Autodesk position peaked at $3K in Q2 2021.
  • 1,040 funds tracked by Wall St. Rank held Autodesk as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.