EFS
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Econ Financial Services’s Autodesk ADSK Stock Holding History

Econ Financial Services’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
Q4 		– Sell
-3,782
Closed -$783K – 69
2023
Q3 		$783K Buy
+3,782
New +$795K 0.57% 42
2022
Q2 		– Sell
-15
Closed -$3K – 78
2022
Q1 		$3K Hold
15
– – ﹤0.01% 130
2021
Q4 		$4K Buy
+15
New +$4.37K ﹤0.01% 156

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 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

Econ Financial Services's ADSK Position: Q4 2023 in Review

Econ Financial Services sold out of Autodesk (ADSK) in Q4 2023, closing a stake of 3,782 shares — an estimated $783K sold.

Econ Financial Services first reported a position in ADSK in Q4 2021 and held it in 3 quarters. The position peaked at $783K in Q3 2023. 1,163 funds tracked by Wall St. Rank hold ADSK as of Q4 2023.

  • Econ Financial Services reported no remaining Autodesk position as of Q4 2023 after selling out during the quarter.
  • Econ Financial Services sold 3,782 Autodesk shares in Q4 2023, an estimated $783K.
  • Econ Financial Services first reported a position in Autodesk in Q4 2021 and held it in 3 quarters.
  • Econ Financial Services's Autodesk position peaked at $783K in Q3 2023.
  • 1,163 funds tracked by Wall St. Rank held Autodesk as of Q4 2023.

Based on Econ Financial Services's 13F filing for Q4 2023, filed 7 Feb 2024.