SWM
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Salvus Wealth Management’s Autodesk ADSK Stock Holding History

Salvus Wealth 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
Q2 		– Sell
-1,515
Closed -$395K – 111
2024
Q1 		$395K Sell
1,515
-89
-6% -$22.5K 0.27% 84
2023
Q4 		$391K Sell
1,604
-43
-3% -$9.29K 0.28% 85
2023
Q3 		$341K Buy
1,647
+8
+0.5% +$1.68K 0.27% 89
2023
Q2 		$335K Buy
1,639
+60
+4% +$12K 0.26% 90
2023
Q1 		$329K Buy
1,579
+181
+13% +$37.3K 0.27% 89
2022
Q4 		$261K Sell
1,398
-180
-11% -$36.1K 0.24% 83
2022
Q3 		$295K Buy
1,578
+41
+3% +$8.29K 0.28% 84
2022
Q2 		$264K Buy
1,537
+52
+4% +$10K 0.24% 88
2022
Q1 		$318K Buy
1,485
+474
+47% +$109K 0.24% 85
2021
Q4 		$284K Buy
1,011
+121
+14% +$35.3K 0.21% 86
2021
Q3 		$254K Buy
+890
New +$272K 0.21% 86

Other funds holding ADSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return