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Clearview Wealth Advisors’s Autodesk ADSK Stock Holding History

Clearview Wealth 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
2023
Q3 		– Sell
-58
Closed -$11.9K – 125
2023
Q2 		$11.9K Buy
58
+48
+480% +$9.6K 0.01% 343
2023
Q1 		$2.08K Hold
10
– – ﹤0.01% 516
2022
Q4 		$1.87K Hold
10
– – ﹤0.01% 484
2022
Q3 		$2K Hold
10
– – ﹤0.01% 478
2022
Q2 		$2K Hold
10
– – ﹤0.01% 486
2022
Q1 		$2K Hold
10
– – ﹤0.01% 511
2021
Q4 		$3K Hold
10
– – ﹤0.01% 535
2021
Q3 		$3K Hold
10
– – ﹤0.01% 542
2021
Q2 		$3K Hold
10
– – ﹤0.01% 540
2021
Q1 		$3K Hold
10
– – ﹤0.01% 518
2020
Q4 		$3K Buy
+10
New +$2.63K ﹤0.01% 476

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Clearview Wealth Advisors's ADSK Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Autodesk (ADSK) in Q3 2023, closing a stake of 58 shares — an estimated $11.9K sold.

Clearview Wealth Advisors first reported a position in ADSK in Q4 2020 and held it in 11 quarters. The position peaked at $11.9K in Q2 2023. 1,076 funds tracked by Wall St. Rank hold ADSK as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Autodesk position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 58 Autodesk shares in Q3 2023, an estimated $11.9K.
  • Clearview Wealth Advisors first reported a position in Autodesk in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Autodesk position peaked at $11.9K in Q2 2023.
  • 1,076 funds tracked by Wall St. Rank held Autodesk as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.