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Laurel Wealth Advisors (California)’s Autodesk ADSK Stock Holding History

Laurel Wealth Advisors (California)’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 		$1.46M Sell
7,809
-13
-0.2% -$2.61K 0.14% 163
2022
Q3 		$1.46M Sell
7,822
-100
-1% -$20.2K 0.16% 146
2022
Q2 		$1.36M Sell
7,922
-561
-7% -$108K 0.14% 164
2022
Q1 		$1.82M Buy
8,483
+921
+12% +$212K 0.15% 149
2021
Q4 		$2.13M Buy
+7,562
New +$2.2M 0.16% 129

Other funds holding ADSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 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 $1.88T AUM 44.46% 1-Year Est. Return

Laurel Wealth Advisors (California)'s ADSK Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Autodesk (ADSK) stake by 0.17% in Q4 2022, selling an estimated $2.61K and leaving 7,809 shares worth $1.46M. The position accounts for 0.14% of the portfolio, ranked #163.

Laurel Wealth Advisors (California) first reported a position in ADSK in Q4 2021 and has held it in 5 quarters since. The position peaked at $2.13M in Q4 2021. 1,092 funds tracked by Wall St. Rank hold ADSK as of Q4 2022.

  • Laurel Wealth Advisors (California) held 7,809 shares of Autodesk worth $1.46M as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 13 Autodesk shares in Q4 2022, an estimated $2.61K.
  • Autodesk made up 0.14% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #163 holding.
  • Laurel Wealth Advisors (California) first reported a position in Autodesk in Q4 2021 and has held it in 5 quarters since.
  • Laurel Wealth Advisors (California)'s Autodesk position peaked at $2.13M in Q4 2021.
  • 1,092 funds tracked by Wall St. Rank held Autodesk as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.