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Next Financial Group’s Autodesk ADSK Stock Holding History

Next Financial Group’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
2021
Q4 		$337K Buy
1,198
+441
+58% +$129K 0.02% 685
2021
Q3 		$216K Buy
757
+152
+25% +$46.5K 0.02% 800
2021
Q2 		$177K Buy
605
+27
+5% +$7.7K 0.01% 873
2021
Q1 		$160K Sell
578
-37
-6% -$10.7K 0.01% 852
2020
Q4 		$188K Sell
615
-51
-8% -$13.4K 0.02% 738
2020
Q3 		$153K Buy
+666
New +$158K 0.02% 709
2020
Q2 		– Sell
-759
Closed -$119K – 608
2020
Q1 		$119K Buy
759
+56
+8% +$10.3K 0.02% 708
2019
Q4 		$129K Buy
703
+4
+0.6% +$648 0.01% 859
2019
Q3 		$103K Buy
699
+6
+0.9% +$934 0.01% 897
2019
Q2 		$113K Sell
693
-23
-3% -$3.87K 0.01% 866
2019
Q1 		$111K Buy
716
+681
+1,946% +$102K 0.03% 508
2018
Q4 		$5K Sell
35
-7
-17% -$945 ﹤0.01% 1532
2018
Q3 		$7K Buy
+42
New +$5.93K ﹤0.01% 1077
2017
Q4 		– Sell
-539
Closed -$64K – 294
2017
Q3 		$64K Buy
539
+8
+2% +$883 0.02% 627
2017
Q2 		$54K Sell
531
-138
-21% -$13.7K 0.01% 755
2017
Q1 		$60K Hold
669
– – 0.02% 656
2016
Q4 		$50K Hold
669
– – 0.01% 959
2016
Q3 		$48K Hold
669
– – 0.01% 954
2016
Q2 		$36K Buy
669
+53
+9% +$3.07K 0.01% 753
2016
Q1 		$35K Buy
616
+85
+16% +$4.43K 0.01% 731
2015
Q4 		$32K Hold
531
– – 0.01% 767
2015
Q3 		$23K Buy
531
+45
+9% +$2.26K 0.01% 897
2015
Q2 		$24K Sell
486
-125
-20% -$7.14K 0.01% 924
2015
Q1 		$35K Hold
611
– – 0.01% 782
2014
Q4 		$37K Sell
611
-61
-9% -$3.53K 0.01% 754
2014
Q3 		$37K Hold
672
– – 0.01% 1096
2014
Q2 		$36K Buy
+672
New +$34.1K 0.02% 426

Other funds holding ADSK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Next Financial Group's ADSK Position: Q4 2021 in Review

Next Financial Group increased its Autodesk (ADSK) stake by 58% in Q4 2021, buying an estimated $129K and bringing the position to 1,198 shares worth $337K. The position accounts for 0.02% of the portfolio, ranked #685.

Next Financial Group first reported a position in ADSK in Q2 2014 and has held it in 27 quarters since. 1,105 funds tracked by Wall St. Rank hold ADSK as of Q4 2021.

  • Next Financial Group held 1,198 shares of Autodesk worth $337K as of Q4 2021.
  • Next Financial Group bought 441 Autodesk shares in Q4 2021, an estimated $129K.
  • Autodesk made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #685 holding.
  • Next Financial Group first reported a position in Autodesk in Q2 2014 and has held it in 27 quarters since.
  • 1,105 funds tracked by Wall St. Rank held Autodesk as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.