Sigma Planning Corp’s Autodesk ADSK Stock Holding History

Sigma Planning Corp’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	-3,465	Closed	-$721K	–	1206
2023 Q1	$721K	Buy	3,465 +18	+0.5%	+$3.71K	0.02%	649
2022 Q4	$644K	Sell	3,447 -111	-3%	-$22.3K	0.02%	662
2022 Q3	$665K	Buy	3,558 +67	+2%	+$13.5K	0.03%	614
2022 Q2	$600K	Buy	3,491 +127	+4%	+$24.4K	0.02%	689
2022 Q1	$721K	Sell	3,364 -1,230	-27%	-$283K	0.02%	678
2021 Q4	$1.29M	Buy	4,594 +50	+1%	+$14.6K	0.04%	450
2021 Q3	$1.3M	Sell	4,544 -2	-0%	-$612	0.04%	459
2021 Q2	$1.33M	Buy	4,546 +1,114	+32%	+$318K	0.04%	453
2021 Q1	$951K	Buy	3,432 +36	+1%	+$10.4K	0.03%	516
2020 Q4	$1.04M	Buy	3,396 +31	+0.9%	+$8.17K	0.04%	422
2020 Q3	$777K	Sell	3,365 -2,481	-42%	-$590K	0.03%	471
2020 Q2	$1.4M	Buy	5,846 +1,495	+34%	+$294K	0.06%	305
2020 Q1	$679K	Sell	4,351 -3,707	-46%	-$680K	0.04%	404
2019 Q4	$1.48M	Buy	8,058 +631	+8%	+$102K	0.06%	315
2019 Q3	$1.1M	Sell	7,427 -15,776	-68%	-$2.45M	0.05%	348
2019 Q2	$3.78M	Buy	23,203 +16,742	+259%	+$2.81M	0.19%	129
2019 Q1	$1.01M	Buy	6,461 +2,261	+54%	+$338K	0.06%	315
2018 Q4	$540K	Buy	4,200 +204	+5%	+$27.6K	0.04%	417
2018 Q3	$624K	Buy	3,996 +589	+17%	+$83.2K	0.04%	420
2018 Q2	$447K	Buy	3,407 +45	+1%	+$5.96K	0.03%	490
2018 Q1	$422K	Buy	+3,362	New	+$400K	0.03%	484

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

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

Polen Capital Management

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

Fidelity Investments

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

Aristotle Capital Management

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

Geode Capital Management

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)

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