Optimal Asset Management’s Autodesk ADSK Stock Holding History

Optimal Asset 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
2021 Q3	$3.1M	Buy	10,860 +6	+0.1%	+$1.84K	0.39%	92
2021 Q2	$3.17M	Hold	10,854	–	–	0.38%	95
2021 Q1	$3.01M	Buy	10,854 +7,900	+267%	+$2.28M	0.39%	86
2020 Q4	$902K	Sell	2,954 -4	-0.1%	-$1.05K	0.13%	248
2020 Q3	$683K	Buy	2,958 +11	+0.4%	+$2.61K	0.1%	288
2020 Q2	$705K	Sell	2,947 -32,922	-92%	-$6.47M	0.11%	274
2020 Q1	$3.1K	Buy	35,869 +32,844	+1,086%	+$6.03M	0.29%	114
2019 Q4	$555K	Buy	+3,025	New	+$490K	0.08%	312

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Optimal Asset Management's ADSK Position: Q3 2021 in Review

Optimal Asset Management increased its Autodesk (ADSK) stake by 0.06% in Q3 2021, buying an estimated $1.84K and bringing the position to 10,860 shares worth $3.1M. The position accounts for 0.39% of the portfolio, ranked #92.

Optimal Asset Management first reported a position in ADSK in Q4 2019 and has held it in 8 quarters since. The position peaked at $3.17M in Q2 2021. 1,021 funds tracked by Wall St. Rank hold ADSK as of Q3 2021.

Optimal Asset Management held 10,860 shares of Autodesk worth $3.1M as of Q3 2021.
Optimal Asset Management bought 6 Autodesk shares in Q3 2021, an estimated $1.84K.
Autodesk made up 0.39% of Optimal Asset Management's portfolio in Q3 2021, its #92 holding.
Optimal Asset Management first reported a position in Autodesk in Q4 2019 and has held it in 8 quarters since.
Optimal Asset Management's Autodesk position peaked at $3.17M in Q2 2021.
1,021 funds tracked by Wall St. Rank held Autodesk as of Q3 2021.

Based on Optimal Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.