GM Advisory Group’s Autodesk ADSK Stock Holding History

GM Advisory 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
2022 Q3	–	Sell	-1,420	Closed	-$244K	–	185
2022 Q2	$244K	Sell	1,420 -60	-4%	-$11.5K	0.04%	154
2022 Q1	$317K	Hold	1,480	–	–	0.04%	156
2021 Q4	$416K	Hold	1,480	–	–	0.04%	139
2021 Q3	$422K	Sell	1,480 -1	-0.1%	-$306	0.04%	135
2021 Q2	$432K	Buy	1,481 +1	+0.1%	+$285	0.04%	137
2021 Q1	$410K	Buy	1,480 +60	+4%	+$17.3K	0.05%	131
2020 Q4	$434K	Hold	1,420	–	–	0.06%	112
2020 Q3	$328K	Hold	1,420	–	–	0.05%	126
2020 Q2	$340K	Hold	1,420	–	–	0.06%	132
2020 Q1	$222K	Hold	1,420	–	–	0.06%	111
2019 Q4	$261K	Hold	1,420	–	–	0.08%	80
2019 Q3	$210K	Buy	+1,420	New	+$221K	0.07%	101

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

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

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

GM Advisory Group's ADSK Position: Q3 2022 in Review

GM Advisory Group sold out of Autodesk (ADSK) in Q3 2022, closing a stake of 1,420 shares — an estimated $244K sold.

GM Advisory Group first reported a position in ADSK in Q3 2019 and held it in 12 quarters. The position peaked at $434K in Q4 2020. 1,040 funds tracked by Wall St. Rank hold ADSK as of Q3 2022.

GM Advisory Group reported no remaining Autodesk position as of Q3 2022 after selling out during the quarter.
GM Advisory Group sold 1,420 Autodesk shares in Q3 2022, an estimated $244K.
GM Advisory Group first reported a position in Autodesk in Q3 2019 and held it in 12 quarters.
GM Advisory Group's Autodesk position peaked at $434K in Q4 2020.
1,040 funds tracked by Wall St. Rank held Autodesk as of Q3 2022.

Based on GM Advisory Group's 13F filing for Q3 2022, filed 14 Nov 2022.