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Newfound Research’s Autodesk ADSK Stock Holding History

Newfound Research’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
-321
Closed -$90K – 135
2021
Q4 		$90K Buy
321
+126
+65% +$36.7K 0.11% 101
2021
Q3 		$56K Buy
+195
New +$59.7K 0.09% 116
2021
Q2 		– Sell
-221
Closed -$61K – 122
2021
Q1 		$61K Buy
221
+80
+57% +$23.1K 0.14% 92
2020
Q4 		$43K Buy
+141
New +$37.2K 0.11% 117

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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
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

Newfound Research's ADSK Position: Q1 2022 in Review

Newfound Research sold out of Autodesk (ADSK) in Q1 2022, closing a stake of 321 shares — an estimated $90K sold.

Newfound Research first reported a position in ADSK in Q4 2020 and held it in 4 quarters. The position peaked at $90K in Q4 2021. 1,057 funds tracked by Wall St. Rank hold ADSK as of Q1 2022.

  • Newfound Research reported no remaining Autodesk position as of Q1 2022 after selling out during the quarter.
  • Newfound Research sold 321 Autodesk shares in Q1 2022, an estimated $90K.
  • Newfound Research first reported a position in Autodesk in Q4 2020 and held it in 4 quarters.
  • Newfound Research's Autodesk position peaked at $90K in Q4 2021.
  • 1,057 funds tracked by Wall St. Rank held Autodesk as of Q1 2022.

Based on Newfound Research's 13F filing for Q1 2022, filed 4 May 2022.