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Fiduciary Alliance’s Autodesk ADSK Stock Holding History

Fiduciary Alliance’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
Q3 		– Sell
-3
Closed -$614 – 184
2023
Q2 		$614 Buy
+3
New +$600 ﹤0.01% 909
2023
Q1 		– Sell
-3
Closed -$561 – 153
2022
Q4 		$561 Buy
+3
New +$602 ﹤0.01% 840

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
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

Fiduciary Alliance's ADSK Position: Q3 2023 in Review

Fiduciary Alliance sold out of Autodesk (ADSK) in Q3 2023, closing a stake of 3 shares — an estimated $614 sold.

Fiduciary Alliance first reported a position in ADSK in Q4 2022 and held it in 2 quarters. The position peaked at $614 in Q2 2023. 1,076 funds tracked by Wall St. Rank hold ADSK as of Q3 2023.

  • Fiduciary Alliance reported no remaining Autodesk position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 3 Autodesk shares in Q3 2023, an estimated $614.
  • Fiduciary Alliance first reported a position in Autodesk in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's Autodesk position peaked at $614 in Q2 2023.
  • 1,076 funds tracked by Wall St. Rank held Autodesk as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.