Roth Financial Partners’s Autodesk ADSK Stock Holding History

Roth Financial 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
2022 Q2	–	Sell	-720	Closed	-$154K	–	27
2022 Q1	$154K	Buy	720 +220	+44%	+$50.7K	0.11%	28
2021 Q4	$141K	Hold	500	–	–	0.1%	25
2021 Q3	$143K	Hold	500	–	–	0.11%	23
2021 Q2	$146K	Hold	500	–	–	0.11%	21
2021 Q1	$139K	Hold	500	–	–	0.12%	20
2020 Q4	$153K	Buy	+500	New	+$132K	0.15%	18

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Roth Financial Partners's ADSK Position: Q2 2022 in Review

Roth Financial Partners sold out of Autodesk (ADSK) in Q2 2022, closing a stake of 720 shares — an estimated $154K sold.

Roth Financial Partners first reported a position in ADSK in Q4 2020 and held it in 6 quarters. The position peaked at $154K in Q1 2022. 1,026 funds tracked by Wall St. Rank hold ADSK as of Q2 2022.

Roth Financial Partners reported no remaining Autodesk position as of Q2 2022 after selling out during the quarter.
Roth Financial Partners sold 720 Autodesk shares in Q2 2022, an estimated $154K.
Roth Financial Partners first reported a position in Autodesk in Q4 2020 and held it in 6 quarters.
Roth Financial Partners's Autodesk position peaked at $154K in Q1 2022.
1,026 funds tracked by Wall St. Rank held Autodesk as of Q2 2022.

Based on Roth Financial Partners's 13F filing for Q2 2022, filed 11 Jul 2022.