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Financial Perspectives’s Autodesk ADSK Stock Holding History

Financial Perspectives’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
Q4 		– Sell
-9
Closed -$1.68K – 687
2022
Q3 		$1.68K Hold
9
– – ﹤0.01% 594
2022
Q2 		$1.55K Hold
9
– – ﹤0.01% 609
2022
Q1 		$1.93K Hold
9
– – ﹤0.01% 612
2021
Q4 		$2.53K Hold
9
– – ﹤0.01% 563
2021
Q3 		$2.57K Hold
9
– – ﹤0.01% 566
2021
Q2 		$2.63K Hold
9
– – ﹤0.01% 590
2021
Q1 		$2.49K Buy
+9
New +$2.6K ﹤0.01% 564

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Perspectives's ADSK Position: Q4 2022 in Review

Financial Perspectives sold out of Autodesk (ADSK) in Q4 2022, closing a stake of 9 shares — an estimated $1.68K sold.

Financial Perspectives first reported a position in ADSK in Q1 2021 and held it in 7 quarters. The position peaked at $2.63K in Q2 2021. 1,092 funds tracked by Wall St. Rank hold ADSK as of Q4 2022.

  • Financial Perspectives reported no remaining Autodesk position as of Q4 2022 after selling out during the quarter.
  • Financial Perspectives sold 9 Autodesk shares in Q4 2022, an estimated $1.68K.
  • Financial Perspectives first reported a position in Autodesk in Q1 2021 and held it in 7 quarters.
  • Financial Perspectives's Autodesk position peaked at $2.63K in Q2 2021.
  • 1,092 funds tracked by Wall St. Rank held Autodesk as of Q4 2022.

Based on Financial Perspectives's 13F filing for Q4 2022, filed 10 Jan 2024.