Proficio Capital Partners’s Autodesk ADSK Stock Holding History

Proficio Capital Partners’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
2025 Q3	–	Sell	-906	Closed	-$280K	–	225
2025 Q2	$280K	Buy	+906	New	+$257K	0.02%	333
2025 Q1	–	Sell	-683	Closed	-$202K	–	390
2024 Q4	$202K	Buy	+683	New	+$202K	0.02%	352
2019 Q3	–	Sell	-358	Closed	-$58K	–	149
2019 Q2	$58K	Buy	358 +21	+6%	+$3.53K	0.02%	323
2019 Q1	$53K	Buy	337 +67	+25%	+$10K	0.02%	321
2018 Q4	$35K	Buy	270 +64	+31%	+$8.64K	0.02%	382
2018 Q3	$32K	Sell	206 -13	-6%	-$1.84K	0.01%	456
2018 Q2	$29K	Buy	219 +16	+8%	+$2.12K	0.01%	487
2018 Q1	$25K	Sell	203 -10	-5%	-$1.19K	0.01%	523
2017 Q4	$22K	Sell	213 -9	-4%	-$1.05K	0.01%	550
2017 Q3	$25K	Hold	222	–	–	0.01%	534
2017 Q2	$24K	Buy	222 +4	+2%	+$396	0.01%	548
2017 Q1	$25K	Buy	218 +19	+10%	+$1.59K	0.01%	546
2016 Q4	$15K	Hold	199	–	–	0.01%	518
2016 Q3	$14K	Buy	199 +88	+79%	+$5.54K	0.01%	504
2016 Q2	$7K	Buy	111 +76	+217%	+$4.4K	﹤0.01%	624
2016 Q1	$2K	Sell	35 -1	-3%	-$52	﹤0.01%	706
2015 Q4	$2K	Buy	+36	New	+$2.09K	﹤0.01%	620

Other funds holding ADSK

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Geode Capital Management

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

Ninety One (UK)

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

Fidelity Investments

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return