Sheaff Brock Investment Advisors’s Autodesk ADSK Stock Holding History

Sheaff Brock Investment 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
2023 Q2	–	Sell	-5,696	Closed	-$1.19M	–	492
2023 Q1	$1.19M	Buy	5,696 +84	+1%	+$17.3K	0.11%	147
2022 Q4	$1.05M	Buy	5,612 +219	+4%	+$43.9K	0.1%	160
2022 Q3	$1.01M	Sell	5,393 -10	-0.2%	-$2.02K	0.11%	155
2022 Q2	$929K	Buy	5,403 +151	+3%	+$29K	0.08%	165
2022 Q1	$1.13M	Buy	5,252 +65	+1%	+$15K	0.08%	166
2021 Q4	$1.46M	Buy	5,187 +330	+7%	+$96.2K	0.1%	140
2021 Q3	$1.39M	Sell	4,857 -24	-0.5%	-$7.35K	0.1%	143
2021 Q2	$1.43M	Buy	4,881 +376	+8%	+$107K	0.1%	129
2021 Q1	$1.25M	Buy	4,505 +104	+2%	+$30K	0.1%	134
2020 Q4	$1.34M	Buy	4,401 +6	+0.1%	+$1.58K	0.11%	113
2020 Q3	$1.01M	Sell	4,395 -389	-8%	-$92.4K	0.09%	130
2020 Q2	$1.14M	Buy	+4,784	New	+$940K	0.11%	108

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

Sheaff Brock Investment Advisors's ADSK Position: Q2 2023 in Review

Sheaff Brock Investment Advisors sold out of Autodesk (ADSK) in Q2 2023, closing a stake of 5,696 shares — an estimated $1.19M sold.

Sheaff Brock Investment Advisors first reported a position in ADSK in Q2 2020 and held it in 12 quarters. The position peaked at $1.46M in Q4 2021. 1,080 funds tracked by Wall St. Rank hold ADSK as of Q2 2023.

Sheaff Brock Investment Advisors reported no remaining Autodesk position as of Q2 2023 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 5,696 Autodesk shares in Q2 2023, an estimated $1.19M.
Sheaff Brock Investment Advisors first reported a position in Autodesk in Q2 2020 and held it in 12 quarters.
Sheaff Brock Investment Advisors's Autodesk position peaked at $1.46M in Q4 2021.
1,080 funds tracked by Wall St. Rank held Autodesk as of Q2 2023.

Based on Sheaff Brock Investment Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.