Highland Private Wealth Management’s Autodesk ADSK Stock Holding History

Highland Private Wealth 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
2022 Q4	–	Sell	-1,200	Closed	-$224K	–	8
2022 Q3	$224K	Buy	+1,200	New	+$242K	0.04%	168
2022 Q2	–	Sell	-1,136	Closed	-$243K	–	188
2022 Q1	$243K	Buy	1,136 +140	+14%	+$32.2K	0.03%	161
2021 Q4	$280K	Buy	996 +48	+5%	+$14K	0.04%	148
2021 Q3	$270K	Sell	948 -15	-2%	-$4.59K	0.04%	143
2021 Q2	$281K	Buy	963 +10	+1%	+$2.85K	0.04%	136
2021 Q1	$264K	Buy	953 +80	+9%	+$23.1K	0.04%	129
2020 Q4	$266K	Buy	+873	New	+$230K	0.05%	119
2020 Q3	–	Sell	-855	Closed	-$204K	–	134
2020 Q2	$204K	Buy	+855	New	+$168K	0.04%	128

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

Highland Private Wealth Management's ADSK Position: Q4 2022 in Review

Highland Private Wealth Management sold out of Autodesk (ADSK) in Q4 2022, closing a stake of 1,200 shares — an estimated $224K sold.

Highland Private Wealth Management first reported a position in ADSK in Q2 2020 and held it in 8 quarters. The position peaked at $281K in Q2 2021. 1,093 funds tracked by Wall St. Rank hold ADSK as of Q4 2022.

Highland Private Wealth Management reported no remaining Autodesk position as of Q4 2022 after selling out during the quarter.
Highland Private Wealth Management sold 1,200 Autodesk shares in Q4 2022, an estimated $224K.
Highland Private Wealth Management first reported a position in Autodesk in Q2 2020 and held it in 8 quarters.
Highland Private Wealth Management's Autodesk position peaked at $281K in Q2 2021.
1,093 funds tracked by Wall St. Rank held Autodesk as of Q4 2022.

Based on Highland Private Wealth Management's 13F filing for Q4 2022.