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Resurgent Financial Advisors’s Autodesk ADSK Stock Holding History

Resurgent Financial 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
2023
Q4 		– Sell
-143
Closed -$29.6K – 501
2023
Q3 		$29.6K Sell
143
-23
-14% -$4.83K 0.02% 419
2023
Q2 		$34K Sell
166
-2
-1% -$400 0.02% 404
2023
Q1 		$35K Sell
168
-80
-32% -$16.5K 0.02% 391
2022
Q4 		$46.3K Buy
+248
New +$49.8K 0.02% 441

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 $3.38T AUM 44.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Resurgent Financial Advisors's ADSK Position: Q4 2023 in Review

Resurgent Financial Advisors sold out of Autodesk (ADSK) in Q4 2023, closing a stake of 143 shares — an estimated $29.6K sold.

Resurgent Financial Advisors first reported a position in ADSK in Q4 2022 and held it in 4 quarters. The position peaked at $46.3K in Q4 2022. 1,163 funds tracked by Wall St. Rank hold ADSK as of Q4 2023.

  • Resurgent Financial Advisors reported no remaining Autodesk position as of Q4 2023 after selling out during the quarter.
  • Resurgent Financial Advisors sold 143 Autodesk shares in Q4 2023, an estimated $29.6K.
  • Resurgent Financial Advisors first reported a position in Autodesk in Q4 2022 and held it in 4 quarters.
  • Resurgent Financial Advisors's Autodesk position peaked at $46.3K in Q4 2022.
  • 1,163 funds tracked by Wall St. Rank held Autodesk as of Q4 2023.

Based on Resurgent Financial Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.