First Capital Advisors Group’s Autodesk ADSK Stock Holding History

First Capital Advisors Group’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 Q2	$19.4K	Buy	+95	New	+$19K	0.01%	427
2018 Q4	–	Sell	-1,402	Closed	-$219K	–	146
2018 Q3	$219K	Buy	+1,402	New	+$198K	0.13%	154
2018 Q2	–	Sell	-172	Closed	-$22K	–	175
2018 Q1	$22K	Buy	+172	New	+$20.5K	0.01%	404

Other funds holding ADSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

First Capital Advisors Group's ADSK Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Autodesk (ADSK) in Q2 2023: 95 shares worth $19.4K. The stake represents 0.01% of the portfolio and ranks #427 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in ADSK as recently as Q3 2018.

First Capital Advisors Group first reported a position in ADSK in Q1 2018 and has held it in 3 quarters since. The position peaked at $219K in Q3 2018. 1,080 funds tracked by Wall St. Rank hold ADSK as of Q2 2023.

First Capital Advisors Group held 95 shares of Autodesk worth $19.4K as of Q2 2023.
Autodesk was a new First Capital Advisors Group position in Q2 2023.
Autodesk made up 0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #427 holding.
First Capital Advisors Group first reported a position in Autodesk in Q1 2018 and has held it in 3 quarters since.
First Capital Advisors Group's Autodesk position peaked at $219K in Q3 2018.
1,080 funds tracked by Wall St. Rank held Autodesk as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.