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 $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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Norges Bank Oslo, Norway $1T AUM

Jackson Wealth Management's ADSK Position: Q2 2022 in Review

Jackson Wealth Management sold out of Autodesk (ADSK) in Q2 2022, closing a stake of 8,363 shares — an estimated $1.79M sold.

Jackson Wealth Management first reported a position in ADSK in Q4 2019 and held it in 10 quarters. The position peaked at $5.57M in Q4 2021. 1,026 funds tracked by Wall St. Rank hold ADSK as of Q2 2022.

Jackson Wealth Management reported no remaining Autodesk position as of Q2 2022 after selling out during the quarter.
Jackson Wealth Management sold 8,363 Autodesk shares in Q2 2022, an estimated $1.79M.
Jackson Wealth Management first reported a position in Autodesk in Q4 2019 and held it in 10 quarters.
Jackson Wealth Management's Autodesk position peaked at $5.57M in Q4 2021.
1,026 funds tracked by Wall St. Rank held Autodesk as of Q2 2022.

Based on Jackson Wealth Management's 13F filing for Q2 2022, filed 1 Aug 2022.