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Money Concepts Capital’s Autodesk ADSK Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-61
Closed -$11.4K – 494
2022
Q4 		$11.4K Sell
61
-18
-23% -$3.61K ﹤0.01% 1951
2022
Q3 		$15K Buy
79
+27
+52% +$5.46K ﹤0.01% 969
2022
Q2 		$9K Hold
52
– – ﹤0.01% 1036
2022
Q1 		$11K Buy
+52
New +$12K ﹤0.01% 1870

Other funds holding ADSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Money Concepts Capital's ADSK Position: Q1 2023 in Review

Money Concepts Capital sold out of Autodesk (ADSK) in Q1 2023, closing a stake of 61 shares — an estimated $11.4K sold.

Money Concepts Capital first reported a position in ADSK in Q1 2022 and held it in 4 quarters. The position peaked at $15K in Q3 2022. 1,090 funds tracked by Wall St. Rank hold ADSK as of Q1 2023.

  • Money Concepts Capital reported no remaining Autodesk position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 61 Autodesk shares in Q1 2023, an estimated $11.4K.
  • Money Concepts Capital first reported a position in Autodesk in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's Autodesk position peaked at $15K in Q3 2022.
  • 1,090 funds tracked by Wall St. Rank held Autodesk as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.