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One Wealth Advisors’s Autodesk ADSK Stock Holding History

One Wealth 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
-81
Closed -$15.1K – 208
2022
Q4 		$15.1K Buy
+81
New +$16.3K ﹤0.01% 571
2021
Q3 		– Sell
-1,008
Closed -$294K – 216
2021
Q2 		$294K Sell
1,008
-278
-22% -$79.3K 0.09% 128
2021
Q1 		$356K Buy
1,286
+302
+31% +$87.1K 0.14% 89
2020
Q4 		$300K Sell
984
-16
-2% -$4.22K 0.16% 87
2020
Q3 		$231K Buy
+1,000
New +$238K 0.16% 72

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

One Wealth Advisors's ADSK Position: Q1 2023 in Review

One Wealth Advisors sold out of Autodesk (ADSK) in Q1 2023, closing a stake of 81 shares — an estimated $15.1K sold.

One Wealth Advisors first reported a position in ADSK in Q3 2020 and held it in 5 quarters. The position peaked at $356K in Q1 2021. 1,090 funds tracked by Wall St. Rank hold ADSK as of Q1 2023.

  • One Wealth Advisors reported no remaining Autodesk position as of Q1 2023 after selling out during the quarter.
  • One Wealth Advisors sold 81 Autodesk shares in Q1 2023, an estimated $15.1K.
  • One Wealth Advisors first reported a position in Autodesk in Q3 2020 and held it in 5 quarters.
  • One Wealth Advisors's Autodesk position peaked at $356K in Q1 2021.
  • 1,090 funds tracked by Wall St. Rank held Autodesk as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.