Fulcrum Equity Management’s Autodesk ADSK Stock Holding History

Fulcrum Equity Management’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
2021 Q4	–	Sell	-731	Closed	-$208K	–	179
2021 Q3	$208K	Buy	+731	New	+$224K	0.08%	172

Other funds holding ADSK

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Fulcrum Equity Management's ADSK Position: Q4 2021 in Review

Fulcrum Equity Management sold out of Autodesk (ADSK) in Q4 2021, closing a stake of 731 shares — an estimated $208K sold.

Fulcrum Equity Management first reported a position in ADSK in Q3 2021 and held it in 1 quarter. The position peaked at $208K in Q3 2021. 1,106 funds tracked by Wall St. Rank hold ADSK as of Q4 2021.

Fulcrum Equity Management reported no remaining Autodesk position as of Q4 2021 after selling out during the quarter.
Fulcrum Equity Management sold 731 Autodesk shares in Q4 2021, an estimated $208K.
Fulcrum Equity Management first reported a position in Autodesk in Q3 2021 and held it in 1 quarter.
Fulcrum Equity Management's Autodesk position peaked at $208K in Q3 2021.
1,106 funds tracked by Wall St. Rank held Autodesk as of Q4 2021.

Based on Fulcrum Equity Management's 13F filing for Q4 2021, filed 25 Jan 2022.