Moisand Fitzgerald Tamayo’s Autodesk ADSK Stock Holding History

Moisand Fitzgerald Tamayo’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
2024 Q4	–	Sell	-20	Closed	-$5.51K	–	601
2024 Q3	$5.51K	Hold	20	–	–	﹤0.01%	422
2024 Q2	$4.95K	Hold	20	–	–	﹤0.01%	390
2024 Q1	$5.21K	Hold	20	–	–	﹤0.01%	381
2023 Q4	$4.87K	Sell	20 -7	-26%	-$1.51K	﹤0.01%	426
2023 Q3	$5.59K	Hold	27	–	–	﹤0.01%	419
2023 Q2	$5.53K	Hold	27	–	–	﹤0.01%	405
2023 Q1	$5.62K	Hold	27	–	–	﹤0.01%	399
2022 Q4	$5.04K	Buy	27 +7	+35%	+$1.41K	﹤0.01%	414
2022 Q3	$4K	Buy	+20	New	+$4.04K	﹤0.01%	388
2022 Q1	–	Sell	-15	Closed	-$4K	–	508
2021 Q4	$4K	Hold	15	–	–	﹤0.01%	307
2021 Q3	$4K	Hold	15	–	–	﹤0.01%	304
2021 Q2	$4K	Hold	15	–	–	﹤0.01%	326
2021 Q1	$4K	Buy	+15	New	+$4.33K	﹤0.01%	274

Other funds holding ADSK

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Loomis, Sayles & Company

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

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments

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

Geode Capital Management

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return