Ropes Wealth Advisors’s Autodesk ADSK Stock Holding History

Ropes Wealth 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
2022 Q1	–	Sell	-2,046	Closed	-$575K	–	289
2021 Q4	$575K	Sell	2,046 -147	-7%	-$42.8K	0.1%	152
2021 Q3	$625K	Buy	2,193 +147	+7%	+$45K	0.1%	158
2021 Q2	$597K	Buy	+2,046	New	+$584K	0.09%	160
2021 Q1	–	Sell	-253	Closed	-$77K	–	254
2020 Q4	$77K	Sell	253 -41	-14%	-$10.8K	0.01%	335
2020 Q3	$68K	Sell	294 -10	-3%	-$2.38K	0.01%	307
2020 Q2	$73K	Hold	304	–	–	0.01%	281
2020 Q1	$47K	Hold	304	–	–	0.01%	291
2019 Q4	$56K	Hold	304	–	–	0.01%	325
2019 Q3	$45K	Sell	304 -227	-43%	-$35.3K	0.01%	345
2019 Q2	$86K	Hold	531	–	–	0.02%	288
2019 Q1	$83K	Buy	+531	New	+$79.4K	0.02%	283
2016 Q1	–	Sell	-19	Closed	-$1K	–	453
2015 Q4	$1K	Sell	19 -40	-68%	-$2.32K	﹤0.01%	407
2015 Q3	$3K	Buy	+59	New	+$2.96K	﹤0.01%	370

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

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

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

FPP

Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

Ropes Wealth Advisors's ADSK Position: Q1 2022 in Review

Ropes Wealth Advisors sold out of Autodesk (ADSK) in Q1 2022, closing a stake of 2,046 shares — an estimated $575K sold.

Ropes Wealth Advisors first reported a position in ADSK in Q3 2015 and held it in 13 quarters. The position peaked at $625K in Q3 2021. 1,056 funds tracked by Wall St. Rank hold ADSK as of Q1 2022.

Ropes Wealth Advisors reported no remaining Autodesk position as of Q1 2022 after selling out during the quarter.
Ropes Wealth Advisors sold 2,046 Autodesk shares in Q1 2022, an estimated $575K.
Ropes Wealth Advisors first reported a position in Autodesk in Q3 2015 and held it in 13 quarters.
Ropes Wealth Advisors's Autodesk position peaked at $625K in Q3 2021.
1,056 funds tracked by Wall St. Rank held Autodesk as of Q1 2022.

Based on Ropes Wealth Advisors's 13F filing for Q1 2022, filed 4 May 2022.