Perennial Advisors’s Autodesk ADSK Stock Holding History

Perennial 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
2021 Q3	–	Sell	-189	Closed	-$55K	–	89
2021 Q2	$55K	Hold	189	–	–	0.02%	147
2021 Q1	$52K	Hold	189	–	–	0.02%	146
2020 Q4	$58K	Buy	+189	New	+$49.8K	0.02%	130
2020 Q3	–	Sell	-199	Closed	-$48K	–	81
2020 Q2	$48K	Buy	+199	New	+$39.1K	0.02%	135
2019 Q1	–	Sell	-260	Closed	-$33K	–	84
2018 Q4	$33K	Hold	260	–	–	0.02%	111
2018 Q3	$41K	Sell	260 -45	-15%	-$6.36K	0.02%	111
2018 Q2	$40K	Hold	305	–	–	0.02%	111
2018 Q1	$38K	Hold	305	–	–	0.02%	109
2017 Q4	$32K	Buy	305 +145	+91%	+$16.9K	0.02%	122
2017 Q3	$18K	Hold	160	–	–	0.01%	138
2017 Q2	$16K	Hold	160	–	–	0.01%	142
2017 Q1	$14K	Hold	160	–	–	0.01%	140
2016 Q4	$12K	Buy	+160	New	+$11.8K	0.01%	153

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 $3.37T AUM 44.26% 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

Perennial Advisors's ADSK Position: Q3 2021 in Review

Perennial Advisors sold out of Autodesk (ADSK) in Q3 2021, closing a stake of 189 shares — an estimated $55K sold.

Perennial Advisors first reported a position in ADSK in Q4 2016 and held it in 13 quarters. The position peaked at $58K in Q4 2020. 1,024 funds tracked by Wall St. Rank hold ADSK as of Q3 2021.

Perennial Advisors reported no remaining Autodesk position as of Q3 2021 after selling out during the quarter.
Perennial Advisors sold 189 Autodesk shares in Q3 2021, an estimated $55K.
Perennial Advisors first reported a position in Autodesk in Q4 2016 and held it in 13 quarters.
Perennial Advisors's Autodesk position peaked at $58K in Q4 2020.
1,024 funds tracked by Wall St. Rank held Autodesk as of Q3 2021.

Based on Perennial Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.