EWM
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Edge Wealth Management’s Autodesk ADSK Stock Holding History

Edge 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
Q1 		– Sell
-11
Closed -$3K – 102
2021
Q4 		$3K Hold
11
– – ﹤0.01% 373
2021
Q3 		$3K Hold
11
– – ﹤0.01% 374
2021
Q2 		$3K Hold
11
– – ﹤0.01% 365
2021
Q1 		$3K Buy
+11
New +$3.17K ﹤0.01% 355
2020
Q2 		– Sell
-15
Closed -$2K – 678
2020
Q1 		$2K Hold
15
– – ﹤0.01% 536
2019
Q4 		$3K Buy
+15
New +$2.43K ﹤0.01% 515

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 1-Year Est. Return

Edge Wealth Management's ADSK Position: Q1 2022 in Review

Edge Wealth Management sold out of Autodesk (ADSK) in Q1 2022, closing a stake of 11 shares — an estimated $3K sold.

Edge Wealth Management first reported a position in ADSK in Q4 2019 and held it in 6 quarters. The position peaked at $3K in Q4 2021. 1,057 funds tracked by Wall St. Rank hold ADSK as of Q1 2022.

  • Edge Wealth Management reported no remaining Autodesk position as of Q1 2022 after selling out during the quarter.
  • Edge Wealth Management sold 11 Autodesk shares in Q1 2022, an estimated $3K.
  • Edge Wealth Management first reported a position in Autodesk in Q4 2019 and held it in 6 quarters.
  • Edge Wealth Management's Autodesk position peaked at $3K in Q4 2021.
  • 1,057 funds tracked by Wall St. Rank held Autodesk as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.