Mountain Capital Investment Advisors’s Autodesk ADSK Stock Holding History

Mountain Capital Investment Advisors’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	-10,191	Closed	-$1.97M	–	66
2022 Q4	$1.97M	Buy	10,191 +1,943	+24%	+$390K	0.9%	39
2022 Q3	$1.63M	Buy	+8,248	New	+$1.67M	0.85%	36
2022 Q2	–	Sell	-8,617	Closed	-$1.72M	–	78
2022 Q1	$1.72M	Buy	8,617 +2,216	+35%	+$510K	0.81%	38
2021 Q4	$1.73M	Buy	6,401 +1,847	+41%	+$538K	0.79%	37
2021 Q3	$1.27M	Sell	4,554 -129	-3%	-$39.5K	0.67%	48
2021 Q2	$1.38M	Sell	4,683 -367	-7%	-$105K	0.64%	35
2021 Q1	$1.49M	Sell	5,050 -370	-7%	-$107K	0.75%	36
2020 Q4	$1.72M	Sell	5,420 -1,667	-24%	-$439K	1.04%	22
2020 Q3	$1.72M	Buy	+7,087	New	+$1.68M	1.11%	25
2017 Q4	–	Sell	-370	Closed	-$42K	–	41
2017 Q3	$42K	Hold	370	–	–	0.04%	130
2017 Q2	$37K	Buy	+370	New	+$36.6K	0.04%	151

Other funds holding ADSK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

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

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Mountain Capital Investment Advisors's ADSK Position: Q1 2023 in Review

Mountain Capital Investment Advisors sold out of Autodesk (ADSK) in Q1 2023, closing a stake of 10,191 shares — an estimated $1.97M sold.

Mountain Capital Investment Advisors first reported a position in ADSK in Q2 2017 and held it in 11 quarters. The position peaked at $1.97M in Q4 2022. 1,091 funds tracked by Wall St. Rank hold ADSK as of Q1 2023.

Mountain Capital Investment Advisors reported no remaining Autodesk position as of Q1 2023 after selling out during the quarter.
Mountain Capital Investment Advisors sold 10,191 Autodesk shares in Q1 2023, an estimated $1.97M.
Mountain Capital Investment Advisors first reported a position in Autodesk in Q2 2017 and held it in 11 quarters.
Mountain Capital Investment Advisors's Autodesk position peaked at $1.97M in Q4 2022.
1,091 funds tracked by Wall St. Rank held Autodesk as of Q1 2023.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2023, filed 14 Apr 2023.