PCA
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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
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
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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Personal Capital Advisors's ADSK Position: Q4 2022 in Review

Personal Capital Advisors reduced its Autodesk (ADSK) stake by 0.19% in Q4 2022, selling an estimated $3.21K and leaving 8,490 shares worth $1.59M. The position accounts for 0.01% of the portfolio, ranked #221.

Personal Capital Advisors first reported a position in ADSK in Q4 2017 and has held it in 21 quarters since. The position peaked at $2.73M in Q4 2020. 1,092 funds tracked by Wall St. Rank hold ADSK as of Q4 2022.

  • Personal Capital Advisors held 8,490 shares of Autodesk worth $1.59M as of Q4 2022.
  • Personal Capital Advisors sold 16 Autodesk shares in Q4 2022, an estimated $3.21K.
  • Autodesk made up 0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #221 holding.
  • Personal Capital Advisors first reported a position in Autodesk in Q4 2017 and has held it in 21 quarters since.
  • Personal Capital Advisors's Autodesk position peaked at $2.73M in Q4 2020.
  • 1,092 funds tracked by Wall St. Rank held Autodesk as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.