Freedom Wealth Alliance’s Autodesk ADSK Stock Holding History

Freedom Wealth 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 Q1	–	Sell	-5	Closed	-$934	–	70
2022 Q4	$934	Buy	+5	New	+$1K	﹤0.01%	422

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 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

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

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

Freedom Wealth Alliance's ADSK Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Autodesk (ADSK) in Q1 2023, closing a stake of 5 shares — an estimated $934 sold.

Freedom Wealth Alliance first reported a position in ADSK in Q4 2022 and held it in 1 quarter. The position peaked at $934 in Q4 2022. 1,090 funds tracked by Wall St. Rank hold ADSK as of Q1 2023.

Freedom Wealth Alliance reported no remaining Autodesk position as of Q1 2023 after selling out during the quarter.
Freedom Wealth Alliance sold 5 Autodesk shares in Q1 2023, an estimated $934.
Freedom Wealth Alliance first reported a position in Autodesk in Q4 2022 and held it in 1 quarter.
Freedom Wealth Alliance's Autodesk position peaked at $934 in Q4 2022.
1,090 funds tracked by Wall St. Rank held Autodesk as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.