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Evolution Wealth Advisors’s Autodesk ADSK Stock Holding History

Evolution 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
2022
Q1 		– Sell
-1,010
Closed -$284K – 123
2021
Q4 		$284K Buy
1,010
+12
+1% +$3.5K 0.04% 97
2021
Q3 		$285K Buy
998
+203
+26% +$62.1K 0.06% 85
2021
Q2 		$232K Sell
795
-2
-0.3% -$571 0.05% 104
2021
Q1 		$221K Buy
797
+760
+2,054% +$219K 0.05% 102
2020
Q4 		$11K Hold
37
– – ﹤0.01% 336
2020
Q3 		$9K Hold
37
– – ﹤0.01% 363
2020
Q2 		$9K Buy
+37
New +$7.27K ﹤0.01% 297
2020
Q1 		– Sell
-28
Closed -$5K – 309
2019
Q4 		$5K Buy
+28
New +$4.54K ﹤0.01% 388
2019
Q3 		– Sell
-31
Closed -$5K – 479
2019
Q2 		$5K Buy
+31
New +$5.21K ﹤0.01% 256

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
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

Evolution Wealth Advisors's ADSK Position: Q1 2022 in Review

Evolution Wealth Advisors sold out of Autodesk (ADSK) in Q1 2022, closing a stake of 1,010 shares — an estimated $284K sold.

Evolution Wealth Advisors first reported a position in ADSK in Q2 2019 and held it in 9 quarters. The position peaked at $285K in Q3 2021. 1,057 funds tracked by Wall St. Rank hold ADSK as of Q1 2022.

  • Evolution Wealth Advisors reported no remaining Autodesk position as of Q1 2022 after selling out during the quarter.
  • Evolution Wealth Advisors sold 1,010 Autodesk shares in Q1 2022, an estimated $284K.
  • Evolution Wealth Advisors first reported a position in Autodesk in Q2 2019 and held it in 9 quarters.
  • Evolution Wealth Advisors's Autodesk position peaked at $285K in Q3 2021.
  • 1,057 funds tracked by Wall St. Rank held Autodesk as of Q1 2022.

Based on Evolution Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.