Minot Wealth Management’s Autodesk ADSK Stock Holding History

Minot 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	-1,835	Closed	-$523K	–	204
2021 Q3	$523K	Sell	1,835 -860	-32%	-$263K	0.11%	123
2021 Q2	$799K	Sell	2,695 -419	-13%	-$120K	0.17%	100
2021 Q1	$863K	Sell	3,114 -33	-1%	-$9.52K	0.22%	98
2020 Q4	$961K	Buy	+3,147	New	+$829K	0.29%	81

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 $3.37T AUM 44.26% 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

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

Minot Wealth Management sold out of Autodesk (ADSK) in Q4 2021, closing a stake of 1,835 shares — an estimated $523K sold.

Minot Wealth Management first reported a position in ADSK in Q4 2020 and held it in 4 quarters. The position peaked at $961K in Q4 2020. 1,106 funds tracked by Wall St. Rank hold ADSK as of Q4 2021.

Minot Wealth Management reported no remaining Autodesk position as of Q4 2021 after selling out during the quarter.
Minot Wealth Management sold 1,835 Autodesk shares in Q4 2021, an estimated $523K.
Minot Wealth Management first reported a position in Autodesk in Q4 2020 and held it in 4 quarters.
Minot Wealth Management's Autodesk position peaked at $961K in Q4 2020.
1,106 funds tracked by Wall St. Rank held Autodesk as of Q4 2021.

Based on Minot Wealth Management's 13F filing for Q4 2021, filed 20 Jan 2022.