First Heartland Consultants’s Autodesk ADSK Stock Holding History

First Heartland Consultants’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 Q4	–	Sell	-1,296	Closed	-$268K	–	357
2023 Q3	$268K	Sell	1,296 -447	-26%	-$93.9K	0.03%	307
2023 Q2	$357K	Sell	1,743 -498	-22%	-$99.6K	0.05%	257
2023 Q1	$466K	Buy	+2,241	New	+$461K	0.07%	207
2022 Q4	–	Sell	-5,218	Closed	-$975K	–	372
2022 Q3	$975K	Buy	5,218 +325	+7%	+$65.7K	0.08%	127
2022 Q2	$841K	Buy	+4,893	New	+$941K	0.13%	132

Other funds holding ADSK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

First Heartland Consultants's ADSK Position: Q4 2023 in Review

First Heartland Consultants sold out of Autodesk (ADSK) in Q4 2023, closing a stake of 1,296 shares — an estimated $268K sold.

First Heartland Consultants first reported a position in ADSK in Q2 2022 and held it in 5 quarters. The position peaked at $975K in Q3 2022. 1,163 funds tracked by Wall St. Rank hold ADSK as of Q4 2023.

First Heartland Consultants reported no remaining Autodesk position as of Q4 2023 after selling out during the quarter.
First Heartland Consultants sold 1,296 Autodesk shares in Q4 2023, an estimated $268K.
First Heartland Consultants first reported a position in Autodesk in Q2 2022 and held it in 5 quarters.
First Heartland Consultants's Autodesk position peaked at $975K in Q3 2022.
1,163 funds tracked by Wall St. Rank held Autodesk as of Q4 2023.

Based on First Heartland Consultants's 13F filing for Q4 2023, filed 8 Feb 2024.