Precept Management’s Autodesk ADSK Stock Holding History

Precept 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	-3,400	Closed	-$992K	–	83
2021 Q2	$992K	Buy	+3,400	New	+$970K	0.42%	48

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

Precept Management's ADSK Position: Q3 2021 in Review

Precept Management sold out of Autodesk (ADSK) in Q3 2021, closing a stake of 3,400 shares — an estimated $992K sold.

Precept Management first reported a position in ADSK in Q2 2021 and held it in 1 quarter. The position peaked at $992K in Q2 2021. 1,024 funds tracked by Wall St. Rank hold ADSK as of Q3 2021.

Precept Management reported no remaining Autodesk position as of Q3 2021 after selling out during the quarter.
Precept Management sold 3,400 Autodesk shares in Q3 2021, an estimated $992K.
Precept Management first reported a position in Autodesk in Q2 2021 and held it in 1 quarter.
Precept Management's Autodesk position peaked at $992K in Q2 2021.
1,024 funds tracked by Wall St. Rank held Autodesk as of Q3 2021.

Based on Precept Management's 13F filing for Q3 2021, filed 15 Nov 2021.