LWM Advisory Services’s Autodesk ADSK Stock Holding History

LWM Advisory Services’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 Q1	–	Sell	-1,831	Closed	-$515K	–	112
2021 Q4	$515K	Buy	+1,831	New	+$534K	0.64%	44

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 $3.38T AUM 44.17% 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

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

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FPP

Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 1-Year Est. Return

LWM Advisory Services's ADSK Position: Q1 2022 in Review

LWM Advisory Services sold out of Autodesk (ADSK) in Q1 2022, closing a stake of 1,831 shares — an estimated $515K sold.

LWM Advisory Services first reported a position in ADSK in Q4 2021 and held it in 1 quarter. The position peaked at $515K in Q4 2021. 1,057 funds tracked by Wall St. Rank hold ADSK as of Q1 2022.

LWM Advisory Services reported no remaining Autodesk position as of Q1 2022 after selling out during the quarter.
LWM Advisory Services sold 1,831 Autodesk shares in Q1 2022, an estimated $515K.
LWM Advisory Services first reported a position in Autodesk in Q4 2021 and held it in 1 quarter.
LWM Advisory Services's Autodesk position peaked at $515K in Q4 2021.
1,057 funds tracked by Wall St. Rank held Autodesk as of Q1 2022.

Based on LWM Advisory Services's 13F filing for Q1 2022, filed 9 May 2022.