Fortis Advisors’s Autodesk ADSK Stock Holding History

Fortis 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
2023 Q2	–	Sell	-69	Closed	-$14.4K	–	96
2023 Q1	$14.4K	Hold	69	–	–	0.01%	200
2022 Q4	$12.9K	Hold	69	–	–	0.01%	201
2022 Q3	$13K	Hold	69	–	–	0.01%	195
2022 Q2	$12K	Hold	69	–	–	0.01%	215
2022 Q1	$15K	Hold	69	–	–	0.01%	227
2021 Q4	$19K	Hold	69	–	–	0.01%	201
2021 Q3	$20K	Hold	69	–	–	0.01%	203
2021 Q2	$20K	Hold	69	–	–	0.01%	208
2021 Q1	$19K	Hold	69	–	–	0.01%	176
2020 Q4	$21K	Hold	69	–	–	0.02%	130
2020 Q3	$16K	Hold	69	–	–	0.01%	125
2020 Q2	$17K	Hold	69	–	–	0.02%	140
2020 Q1	$11K	Hold	69	–	–	0.01%	256
2019 Q4	$13K	Hold	69	–	–	0.01%	257
2019 Q3	$10K	Hold	69	–	–	﹤0.01%	268
2019 Q2	$11K	Hold	69	–	–	0.01%	294
2019 Q1	$11K	Hold	69	–	–	0.01%	282
2018 Q4	$9K	Hold	69	–	–	0.01%	270
2018 Q3	$11K	Hold	69	–	–	0.01%	266
2018 Q2	$9K	Hold	69	–	–	0.01%	270
2018 Q1	$9K	Buy	+69	New	+$8.22K	0.01%	248

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

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

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

Fortis Advisors's ADSK Position: Q2 2023 in Review

Fortis Advisors sold out of Autodesk (ADSK) in Q2 2023, closing a stake of 69 shares — an estimated $14.4K sold.

Fortis Advisors first reported a position in ADSK in Q1 2018 and held it in 21 quarters. The position peaked at $21K in Q4 2020. 1,081 funds tracked by Wall St. Rank hold ADSK as of Q2 2023.

Fortis Advisors reported no remaining Autodesk position as of Q2 2023 after selling out during the quarter.
Fortis Advisors sold 69 Autodesk shares in Q2 2023, an estimated $14.4K.
Fortis Advisors first reported a position in Autodesk in Q1 2018 and held it in 21 quarters.
Fortis Advisors's Autodesk position peaked at $21K in Q4 2020.
1,081 funds tracked by Wall St. Rank held Autodesk as of Q2 2023.

Based on Fortis Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.