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OneAscent Wealth Management’s Autodesk ADSK Stock Holding History

OneAscent Wealth Management’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
Q2 		– Sell
-1,019
Closed -$212K – 103
2023
Q1 		$212K Sell
1,019
-148
-13% -$30.5K 0.08% 169
2022
Q4 		$218K Buy
+1,167
New +$234K 0.1% 147
2021
Q1 		$603K Sell
2,174
-44
-2% -$12.7K 0.26% 96
2020
Q4 		$677K Buy
+2,218
New +$585K 0.31% 73

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 $3.37T AUM 44.26% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

OneAscent Wealth Management's ADSK Position: Q2 2023 in Review

OneAscent Wealth Management sold out of Autodesk (ADSK) in Q2 2023, closing a stake of 1,019 shares — an estimated $212K sold.

OneAscent Wealth Management first reported a position in ADSK in Q4 2020 and held it in 4 quarters. The position peaked at $677K in Q4 2020. 1,081 funds tracked by Wall St. Rank hold ADSK as of Q2 2023.

  • OneAscent Wealth Management reported no remaining Autodesk position as of Q2 2023 after selling out during the quarter.
  • OneAscent Wealth Management sold 1,019 Autodesk shares in Q2 2023, an estimated $212K.
  • OneAscent Wealth Management first reported a position in Autodesk in Q4 2020 and held it in 4 quarters.
  • OneAscent Wealth Management's Autodesk position peaked at $677K in Q4 2020.
  • 1,081 funds tracked by Wall St. Rank held Autodesk as of Q2 2023.

Based on OneAscent Wealth Management's 13F filing for Q2 2023, filed 10 Jul 2023.