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Kore Private Wealth’s Autodesk ADSK Stock Holding History

Kore Private Wealth’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
2021
Q4 		– Sell
-882
Closed -$252K – 308
2021
Q3 		$252K Buy
+882
New +$270K 0.03% 366
2020
Q3 		– Sell
-150
Closed -$35K – 286
2020
Q2 		$35K Sell
150
-36
-19% -$7.08K 0.01% 531
2020
Q1 		$29K Buy
186
+97
+109% +$17.8K 0.01% 524
2019
Q4 		$16K Buy
+89
New +$14.4K ﹤0.01% 661

Other funds holding ADSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Kore Private Wealth's ADSK Position: Q4 2021 in Review

Kore Private Wealth sold out of Autodesk (ADSK) in Q4 2021, closing a stake of 882 shares — an estimated $252K sold.

Kore Private Wealth first reported a position in ADSK in Q4 2019 and held it in 4 quarters. The position peaked at $252K in Q3 2021. 1,106 funds tracked by Wall St. Rank hold ADSK as of Q4 2021.

  • Kore Private Wealth reported no remaining Autodesk position as of Q4 2021 after selling out during the quarter.
  • Kore Private Wealth sold 882 Autodesk shares in Q4 2021, an estimated $252K.
  • Kore Private Wealth first reported a position in Autodesk in Q4 2019 and held it in 4 quarters.
  • Kore Private Wealth's Autodesk position peaked at $252K in Q3 2021.
  • 1,106 funds tracked by Wall St. Rank held Autodesk as of Q4 2021.

Based on Kore Private Wealth's 13F filing for Q4 2021, filed 11 Feb 2022.