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Grey Fox Wealth Advisors’s Autodesk ADSK Stock Holding History

Grey Fox Wealth 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
-21
Closed -$4.37K – 108
2023
Q1 		$4.37K Buy
+21
New +$4.32K ﹤0.01% 358

Other funds holding ADSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Grey Fox Wealth Advisors's ADSK Position: Q2 2023 in Review

Grey Fox Wealth Advisors sold out of Autodesk (ADSK) in Q2 2023, closing a stake of 21 shares — an estimated $4.37K sold.

Grey Fox Wealth Advisors first reported a position in ADSK in Q1 2023 and held it in 1 quarter. The position peaked at $4.37K in Q1 2023. 1,080 funds tracked by Wall St. Rank hold ADSK as of Q2 2023.

  • Grey Fox Wealth Advisors reported no remaining Autodesk position as of Q2 2023 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 21 Autodesk shares in Q2 2023, an estimated $4.37K.
  • Grey Fox Wealth Advisors first reported a position in Autodesk in Q1 2023 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's Autodesk position peaked at $4.37K in Q1 2023.
  • 1,080 funds tracked by Wall St. Rank held Autodesk as of Q2 2023.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.