PFS Investments’s Autodesk ADSK Stock Holding History

PFS Investments’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
2023 Q2	$8.87M	Sell	43,371 -242	-0.6%	-$48.4K	0.14%	139
2023 Q1	$8.61M	Buy	43,613 +530	+1%	+$109K	0.15%	137
2022 Q4	$8.05M	Sell	43,083 -1,647	-4%	-$331K	0.15%	138
2022 Q3	$8.36K	Sell	44,730 -3,194	-7%	-$645K	0.15%	113
2022 Q2	$8.24M	Sell	47,924 -1,630	-3%	-$313K	0.17%	128
2022 Q1	$10.6M	Sell	49,554 -155	-0.3%	-$35.7K	0.2%	121
2021 Q4	$14M	Sell	49,709 -226	-0.5%	-$65.9K	0.27%	108
2021 Q3	$16.4M	Buy	49,935 +934	+2%	+$286K	0.34%	78
2021 Q2	$14.5M	Buy	49,001 +4,473	+10%	+$1.28M	0.33%	84
2021 Q1	$12.3M	Buy	44,528 +7,569	+20%	+$2.18M	0.32%	86
2020 Q4	$11.7M	Buy	36,959 +5,601	+18%	+$1.48M	0.33%	80
2020 Q3	$7.24M	Buy	31,358 +3,968	+14%	+$943K	0.24%	93
2020 Q2	$6.55M	Sell	27,390 -4,833	-15%	-$950K	0.24%	90
2020 Q1	$5.03M	Buy	32,223 +6,901	+27%	+$1.27M	0.22%	77
2019 Q4	$4.65M	Buy	25,322 +3,457	+16%	+$560K	0.18%	95
2019 Q3	$3.23M	Buy	21,865 +7,833	+56%	+$1.22M	0.14%	99
2019 Q2	$2.42M	Buy	14,032 +9,479	+208%	+$1.59M	0.11%	85
2019 Q1	$709K	Buy	+4,553	New	+$681K	0.04%	116

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

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

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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

Aristotle Capital Management

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $44.7B AUM 17.24% 1-Year Est. Return