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 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

Loomis, Sayles & Company

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

Polen Capital Management

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

Fidelity Investments

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

Aristotle Capital Management

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ninety One (UK)

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return