Modera Wealth Management’s Autodesk ADSK Stock Holding History

Modera 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
2022 Q1	–	Sell	-1,649	Closed	-$464K	–	356
2021 Q4	$464K	Buy	+1,649	New	+$481K	0.02%	297

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

Modera Wealth Management's ADSK Position: Q1 2022 in Review

Modera Wealth Management sold out of Autodesk (ADSK) in Q1 2022, closing a stake of 1,649 shares — an estimated $464K sold.

Modera Wealth Management first reported a position in ADSK in Q4 2021 and held it in 1 quarter. The position peaked at $464K in Q4 2021. 1,057 funds tracked by Wall St. Rank hold ADSK as of Q1 2022.

Modera Wealth Management reported no remaining Autodesk position as of Q1 2022 after selling out during the quarter.
Modera Wealth Management sold 1,649 Autodesk shares in Q1 2022, an estimated $464K.
Modera Wealth Management first reported a position in Autodesk in Q4 2021 and held it in 1 quarter.
Modera Wealth Management's Autodesk position peaked at $464K in Q4 2021.
1,057 funds tracked by Wall St. Rank held Autodesk as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.