Rockbridge Investment Management’s Autodesk ADSK Stock Holding History

Rockbridge Investment 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
2024 Q1	–	Sell	-44	Closed	-$10.7K	–	133
2023 Q4	$10.7K	Buy	+44	New	+$9.5K	﹤0.01%	392
2022 Q3	–	Sell	-44	Closed	-$7.57K	–	111
2022 Q2	$7.57K	Hold	44	–	–	﹤0.01%	403
2022 Q1	$9.37K	Hold	44	–	–	﹤0.01%	520
2021 Q4	$12K	Hold	44	–	–	﹤0.01%	544
2021 Q3	$13K	Hold	44	–	–	﹤0.01%	489
2021 Q2	$13K	Hold	44	–	–	﹤0.01%	482
2021 Q1	$12K	Hold	44	–	–	﹤0.01%	480
2020 Q4	$13K	Hold	44	–	–	﹤0.01%	470
2020 Q3	$10K	Hold	44	–	–	﹤0.01%	461
2020 Q2	$11K	Buy	+44	New	+$8.65K	﹤0.01%	412

Other funds holding ADSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fidelity Investments

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

Polen Capital Management

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Geode Capital Management

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

Aristotle Capital Management

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

Ninety One (UK)

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