Sageworth Trust’s Autodesk ADSK Stock Holding History

Sageworth Trust’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 Q2	–	Sell	-75	Closed	-$15.6K	–	81
2023 Q1	$15.6K	Buy	+75	New	+$15.4K	﹤0.01%	237
2020 Q3	–	Sell	-2	Closed	–	–	183
2020 Q2	$0	Buy	+2	New	+$393	﹤0.01%	214

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

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

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

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

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

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

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

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

Sageworth Trust's ADSK Position: Q2 2023 in Review

Sageworth Trust sold out of Autodesk (ADSK) in Q2 2023, closing a stake of 75 shares — an estimated $15.6K sold.

Sageworth Trust first reported a position in ADSK in Q2 2020 and held it in 2 quarters. The position peaked at $15.6K in Q1 2023. 1,080 funds tracked by Wall St. Rank hold ADSK as of Q2 2023.

Sageworth Trust reported no remaining Autodesk position as of Q2 2023 after selling out during the quarter.
Sageworth Trust sold 75 Autodesk shares in Q2 2023, an estimated $15.6K.
Sageworth Trust first reported a position in Autodesk in Q2 2020 and held it in 2 quarters.
Sageworth Trust's Autodesk position peaked at $15.6K in Q1 2023.
1,080 funds tracked by Wall St. Rank held Autodesk as of Q2 2023.

Based on Sageworth Trust's 13F filing for Q2 2023, filed 26 Jul 2023.