Jackson Wealth Management’s Autodesk ADSK Stock Holding History

Jackson 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 Q2	–	Sell	-8,363	Closed	-$1.79M	–	90
2022 Q1	$1.79M	Sell	8,363 -11,441	-58%	-$2.64M	0.25%	80
2021 Q4	$5.57M	Buy	19,804 +219	+1%	+$63.8K	0.7%	45
2021 Q3	$39K	Buy	19,585 +8,658	+79%	+$2.65M	0.47%	39
2021 Q2	$3.19M	Buy	10,927 +1,277	+13%	+$364K	0.4%	63
2021 Q1	$2.67M	Buy	9,650 +553	+6%	+$159K	0.4%	68
2020 Q4	$2.78M	Buy	9,097 +403	+5%	+$106K	0.38%	65
2020 Q3	$2.01M	Buy	8,694 +1,790	+26%	+$425K	0.3%	71
2020 Q2	$1.65M	Buy	6,904 +687	+11%	+$135K	0.29%	76
2020 Q1	$1.15M	Buy	6,217 +5,217	+522%	+$957K	0.24%	74
2019 Q4	$200K	Buy	+1,000	New	+$162K	0.03%	145

Other funds holding ADSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM