Level Financial Advisors’s Autodesk ADSK Stock Holding History

Level Financial Advisors’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 Q3	–	Sell	-16	Closed	-$3K	–	245
2022 Q2	$3K	Buy	+16	New	+$3.08K	﹤0.01%	231

Other funds holding ADSK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Level Financial Advisors's ADSK Position: Q3 2022 in Review

Level Financial Advisors sold out of Autodesk (ADSK) in Q3 2022, closing a stake of 16 shares — an estimated $3K sold.

Level Financial Advisors first reported a position in ADSK in Q2 2022 and held it in 1 quarter. The position peaked at $3K in Q2 2022. 1,039 funds tracked by Wall St. Rank hold ADSK as of Q3 2022.

Level Financial Advisors reported no remaining Autodesk position as of Q3 2022 after selling out during the quarter.
Level Financial Advisors sold 16 Autodesk shares in Q3 2022, an estimated $3K.
Level Financial Advisors first reported a position in Autodesk in Q2 2022 and held it in 1 quarter.
Level Financial Advisors's Autodesk position peaked at $3K in Q2 2022.
1,039 funds tracked by Wall St. Rank held Autodesk as of Q3 2022.

Based on Level Financial Advisors's 13F filing for Q3 2022, filed 18 Oct 2022.