Parisi Gray Wealth Management’s Autodesk ADSK Stock Holding History

Parisi Gray 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
2021 Q3	–	Sell	-69	Closed	-$20K	–	138
2021 Q2	$20K	Buy	+69	New	+$19.7K	0.01%	374
2019 Q2	–	Sell	-751	Closed	-$117K	–	112
2019 Q1	$117K	Hold	751	–	–	0.07%	125
2018 Q4	$96K	Sell	751 -18	-2%	-$2.43K	0.07%	133
2018 Q3	$120K	Hold	769	–	–	0.07%	133
2018 Q2	$104K	Hold	769	–	–	0.07%	138
2018 Q1	$96K	Buy	769 +147	+24%	+$17.5K	0.07%	137
2017 Q4	$67K	Buy	+622	New	+$72.5K	0.05%	176

Other funds holding ADSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 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 $204B AUM 27.99% 1-Year Est. Return

Parisi Gray Wealth Management's ADSK Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of Autodesk (ADSK) in Q3 2021, closing a stake of 69 shares — an estimated $20K sold.

Parisi Gray Wealth Management first reported a position in ADSK in Q4 2017 and held it in 7 quarters. The position peaked at $120K in Q3 2018. 1,024 funds tracked by Wall St. Rank hold ADSK as of Q3 2021.

Parisi Gray Wealth Management reported no remaining Autodesk position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 69 Autodesk shares in Q3 2021, an estimated $20K.
Parisi Gray Wealth Management first reported a position in Autodesk in Q4 2017 and held it in 7 quarters.
Parisi Gray Wealth Management's Autodesk position peaked at $120K in Q3 2018.
1,024 funds tracked by Wall St. Rank held Autodesk as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.