Liberty Wealth Management’s Autodesk ADSK Stock Holding History

Liberty 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
2021 Q4	–	Sell	-61	Closed	-$17K	–	180
2021 Q3	$17K	Hold	61	–	–	0.01%	689
2021 Q2	$18K	Sell	61 -32	-34%	-$9.13K	0.01%	526
2021 Q1	$26K	Hold	93	–	–	0.01%	410
2020 Q4	$26K	Buy	93 +2	+2%	+$527	0.01%	407
2020 Q3	$21K	Hold	91	–	–	0.01%	388
2020 Q2	$22K	Sell	91 -120	-57%	-$23.6K	0.02%	362
2020 Q1	$33K	Hold	211	–	–	0.03%	266
2019 Q4	$39K	Sell	211 -27	-11%	-$4.38K	0.03%	292
2019 Q3	$35K	Sell	238 -76	-24%	-$11.8K	0.03%	298
2019 Q2	$51K	Buy	314 +76	+32%	+$12.8K	0.04%	241
2019 Q1	$37K	Hold	238	–	–	0.03%	241
2018 Q4	$30K	Buy	+238	New	+$32.1K	0.02%	263

Other funds holding ADSK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Liberty Wealth Management's ADSK Position: Q4 2021 in Review

Liberty Wealth Management sold out of Autodesk (ADSK) in Q4 2021, closing a stake of 61 shares — an estimated $17K sold.

Liberty Wealth Management first reported a position in ADSK in Q4 2018 and held it in 12 quarters. The position peaked at $51K in Q2 2019. 1,106 funds tracked by Wall St. Rank hold ADSK as of Q4 2021.

Liberty Wealth Management reported no remaining Autodesk position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 61 Autodesk shares in Q4 2021, an estimated $17K.
Liberty Wealth Management first reported a position in Autodesk in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's Autodesk position peaked at $51K in Q2 2019.
1,106 funds tracked by Wall St. Rank held Autodesk as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.