Personal Capital Advisors’s Autodesk ADSK Stock Holding History

Personal Capital 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
2022 Q4	$1.59M	Sell	8,490 -16	-0.2%	-$3.21K	0.01%	221
2022 Q3	$1.59M	Buy	8,506 +3	+0%	+$606	0.01%	216
2022 Q2	$1.46M	Buy	8,503 +6	+0.1%	+$1.15K	0.01%	222
2022 Q1	$1.82M	Sell	8,497 -396	-4%	-$91.2K	0.01%	222
2021 Q4	$2.5M	Buy	8,893 +228	+3%	+$66.5K	0.01%	218
2021 Q3	$2.47M	Sell	8,665 -158	-2%	-$48.4K	0.01%	217
2021 Q2	$2.58M	Sell	8,823 -429	-5%	-$122K	0.01%	219
2021 Q1	$2.56M	Buy	9,252 +319	+4%	+$92K	0.01%	220
2020 Q4	$2.73M	Sell	8,933 -53	-0.6%	-$14K	0.02%	216
2020 Q3	$2.08M	Buy	8,986 +276	+3%	+$65.6K	0.02%	228
2020 Q2	$2.08M	Sell	8,710 -1,860	-18%	-$366K	0.02%	212
2020 Q1	$1.65M	Sell	10,570 -158	-1%	-$29K	0.02%	213
2019 Q4	$1.97M	Buy	10,728 +168	+2%	+$27.2K	0.02%	207
2019 Q3	$1.56M	Buy	10,560 +12	+0.1%	+$1.87K	0.01%	208
2019 Q2	$1.72M	Sell	10,548 -1,033	-9%	-$174K	0.02%	196
2019 Q1	$1.8M	Sell	11,581 -623	-5%	-$93.1K	0.02%	184
2018 Q4	$1.57M	Buy	12,204 +70	+0.6%	+$9.46K	0.02%	174
2018 Q3	$1.89M	Buy	12,134 +34	+0.3%	+$4.8K	0.02%	166
2018 Q2	$1.59M	Sell	12,100 -10	-0.1%	-$1.32K	0.02%	166
2018 Q1	$1.52M	Sell	12,110 -5,372	-31%	-$640K	0.02%	167
2017 Q4	$1.83M	Buy	+17,482	New	+$2.04M	0.03%	162

Other funds holding ADSK

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Polen Capital Management

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return