Sheets Smith Wealth Management’s Autodesk ADSK Stock Holding History

Sheets Smith 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
2021 Q4	–	Sell	-1,242	Closed	-$354K	–	375
2021 Q3	$354K	Hold	1,242	–	–	0.05%	269
2021 Q2	$363K	Buy	+1,242	New	+$354K	0.05%	270
2021 Q1	–	Sell	-1,208	Closed	-$369K	–	331
2020 Q4	$369K	Buy	1,208 +61	+5%	+$16.1K	0.06%	246
2020 Q3	$265K	Buy	+1,147	New	+$273K	0.05%	249
2019 Q3	–	Sell	-4,218	Closed	-$687K	–	293
2019 Q2	$687K	Buy	4,218 +2,102	+99%	+$353K	0.14%	160
2019 Q1	$330K	Buy	+2,116	New	+$316K	0.07%	261
2018 Q4	–	Sell	-3,719	Closed	-$581K	–	275
2018 Q3	$581K	Buy	+3,719	New	+$525K	0.12%	194

Other funds holding ADSK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Sheets Smith Wealth Management's ADSK Position: Q4 2021 in Review

Sheets Smith Wealth Management sold out of Autodesk (ADSK) in Q4 2021, closing a stake of 1,242 shares — an estimated $354K sold.

Sheets Smith Wealth Management first reported a position in ADSK in Q3 2018 and held it in 7 quarters. The position peaked at $687K in Q2 2019. 1,106 funds tracked by Wall St. Rank hold ADSK as of Q4 2021.

Sheets Smith Wealth Management reported no remaining Autodesk position as of Q4 2021 after selling out during the quarter.
Sheets Smith Wealth Management sold 1,242 Autodesk shares in Q4 2021, an estimated $354K.
Sheets Smith Wealth Management first reported a position in Autodesk in Q3 2018 and held it in 7 quarters.
Sheets Smith Wealth Management's Autodesk position peaked at $687K in Q2 2019.
1,106 funds tracked by Wall St. Rank held Autodesk as of Q4 2021.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2021, filed 20 Jan 2022.