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Curi Wealth Management’s Autodesk ADSK Stock Holding History

Curi 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
Q3 		– Sell
-329
Closed -$57K – 191
2022
Q2 		$57K Hold
329
– – 0.01% 217
2022
Q1 		$70K Buy
329
+240
+270% +$55.3K 0.01% 187
2021
Q4 		$25K Buy
+89
New +$25.9K ﹤0.01% 227
2021
Q1 		– Sell
-36
Closed -$10K – 99
2020
Q4 		$10K Buy
+36
New +$9.49K 0.01% 246

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

Curi Wealth Management's ADSK Position: Q3 2022 in Review

Curi Wealth Management sold out of Autodesk (ADSK) in Q3 2022, closing a stake of 329 shares — an estimated $57K sold.

Curi Wealth Management first reported a position in ADSK in Q4 2020 and held it in 4 quarters. The position peaked at $70K in Q1 2022. 1,040 funds tracked by Wall St. Rank hold ADSK as of Q3 2022.

  • Curi Wealth Management reported no remaining Autodesk position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 329 Autodesk shares in Q3 2022, an estimated $57K.
  • Curi Wealth Management first reported a position in Autodesk in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Autodesk position peaked at $70K in Q1 2022.
  • 1,040 funds tracked by Wall St. Rank held Autodesk as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.