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Drive Wealth Management’s Autodesk ADSK Stock Holding History

Drive 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
2023
Q2 		– Sell
-1,101
Closed -$229K – 284
2023
Q1 		$229K Sell
1,101
-60
-5% -$12.4K 0.1% 226
2022
Q4 		$217K Sell
1,161
-733
-39% -$147K 0.11% 202
2022
Q3 		$354K Sell
1,894
-504
-21% -$102K 0.34% 87
2022
Q2 		$412K Sell
2,398
-1,704
-42% -$328K 0.38% 77
2022
Q1 		$879K Buy
4,102
+901
+28% +$208K 0.74% 34
2021
Q4 		$900K Buy
+3,201
New +$933K 0.79% 28

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
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
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

Drive Wealth Management's ADSK Position: Q2 2023 in Review

Drive Wealth Management sold out of Autodesk (ADSK) in Q2 2023, closing a stake of 1,101 shares — an estimated $229K sold.

Drive Wealth Management first reported a position in ADSK in Q4 2021 and held it in 6 quarters. The position peaked at $900K in Q4 2021. 1,081 funds tracked by Wall St. Rank hold ADSK as of Q2 2023.

  • Drive Wealth Management reported no remaining Autodesk position as of Q2 2023 after selling out during the quarter.
  • Drive Wealth Management sold 1,101 Autodesk shares in Q2 2023, an estimated $229K.
  • Drive Wealth Management first reported a position in Autodesk in Q4 2021 and held it in 6 quarters.
  • Drive Wealth Management's Autodesk position peaked at $900K in Q4 2021.
  • 1,081 funds tracked by Wall St. Rank held Autodesk as of Q2 2023.

Based on Drive Wealth Management's 13F filing for Q2 2023, filed 14 Jul 2023.