RVW Wealth’s Autodesk ADSK Stock Holding History

RVW Wealth’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	-52	Closed	-$10.8K	–	149
2023 Q3	$10.8K	Buy	+52	New	+$10.9K	﹤0.01%	372

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RVW Wealth's ADSK Position: Q4 2023 in Review

RVW Wealth sold out of Autodesk (ADSK) in Q4 2023, closing a stake of 52 shares — an estimated $10.8K sold.

RVW Wealth first reported a position in ADSK in Q3 2023 and held it in 1 quarter. The position peaked at $10.8K in Q3 2023. 1,163 funds tracked by Wall St. Rank hold ADSK as of Q4 2023.

RVW Wealth reported no remaining Autodesk position as of Q4 2023 after selling out during the quarter.
RVW Wealth sold 52 Autodesk shares in Q4 2023, an estimated $10.8K.
RVW Wealth first reported a position in Autodesk in Q3 2023 and held it in 1 quarter.
RVW Wealth's Autodesk position peaked at $10.8K in Q3 2023.
1,163 funds tracked by Wall St. Rank held Autodesk as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.