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Heritage Financial Services’s Autodesk ADSK Stock Holding History

Heritage Financial Services’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
-9
Closed -$1K – 70
2022
Q2 		$1K Buy
+9
New +$1.73K ﹤0.01% 431

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
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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Financial Services's ADSK Position: Q3 2022 in Review

Heritage Financial Services sold out of Autodesk (ADSK) in Q3 2022, closing a stake of 9 shares — an estimated $1K sold.

Heritage Financial Services first reported a position in ADSK in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 1,039 funds tracked by Wall St. Rank hold ADSK as of Q3 2022.

  • Heritage Financial Services reported no remaining Autodesk position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 9 Autodesk shares in Q3 2022, an estimated $1K.
  • Heritage Financial Services first reported a position in Autodesk in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Autodesk position peaked at $1K in Q2 2022.
  • 1,039 funds tracked by Wall St. Rank held Autodesk as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.