SS
ADSK icon

Simplicity Solutions’s Autodesk ADSK Stock Holding History

Simplicity Solutions’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
Q4 		$1.23M Buy
5,052
+206
+4% +$44.5K 0.03% 396
2023
Q3 		$1M Sell
4,846
-350
-7% -$73.5K 0.03% 413
2023
Q2 		$1.06M Sell
5,196
-1,307
-20% -$261K 0.03% 447
2023
Q1 		$1.35M Buy
6,503
+1,795
+38% +$370K 0.04% 404
2022
Q4 		$880K Sell
4,708
-104
-2% -$20.9K 0.12% 219
2022
Q3 		$899K Sell
4,812
-195
-4% -$39.4K 0.13% 191
2022
Q2 		$861K Buy
5,007
+1,426
+40% +$274K 0.11% 206
2022
Q1 		$768K Buy
3,581
+437
+14% +$101K 0.09% 225
2021
Q4 		$884K Buy
3,144
+474
+18% +$138K 0.1% 245
2021
Q3 		$762K Buy
2,670
+629
+31% +$193K 0.12% 188
2021
Q2 		$596K Buy
2,041
+1,024
+101% +$292K 0.12% 189
2021
Q1 		$282K Sell
1,017
-1,445
-59% -$417K 0.06% 362
2020
Q4 		$752K Buy
2,462
+169
+7% +$44.5K 0.01% 611
2020
Q3 		$530K Sell
2,293
-428
-16% -$102K 0.01% 615
2020
Q2 		$651K Buy
2,721
+178
+7% +$35K 0.01% 582
2020
Q1 		$397K Sell
2,543
-36
-1% -$6.61K 0.01% 548
2019
Q4 		$473K Sell
2,579
-158
-6% -$25.6K 0.01% 554
2019
Q3 		$404K Sell
2,737
-29
-1% -$4.51K 0.02% 466
2019
Q2 		$451K Buy
+2,766
New +$465K 0.02% 376
2018
Q4 		– Sell
-4,073
Closed -$636K – 619
2018
Q3 		$636K Sell
4,073
-125
-3% -$17.7K 0.04% 227
2018
Q2 		$550K Buy
4,198
+1,594
+61% +$211K 0.04% 232
2018
Q1 		$327K Buy
2,604
+105
+4% +$12.5K 0.03% 267
2017
Q4 		$262K Sell
2,499
-75
-3% -$8.74K 0.03% 313
2017
Q3 		$289K Buy
2,574
+336
+15% +$37.1K 0.19% 156
2017
Q2 		$226K Buy
+2,238
New +$221K 0.03% 376

Other funds holding ADSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Simplicity Solutions's ADSK Position: Q4 2023 in Review

Simplicity Solutions increased its Autodesk (ADSK) stake by 4.3% in Q4 2023, buying an estimated $44.5K and bringing the position to 5,052 shares worth $1.23M. The position accounts for 0.03% of the portfolio, ranked #396.

Simplicity Solutions first reported a position in ADSK in Q2 2017 and has held it in 25 quarters since. The position peaked at $1.35M in Q1 2023. 1,161 funds tracked by Wall St. Rank hold ADSK as of Q4 2023.

  • Simplicity Solutions held 5,052 shares of Autodesk worth $1.23M as of Q4 2023.
  • Simplicity Solutions bought 206 Autodesk shares in Q4 2023, an estimated $44.5K.
  • Autodesk made up 0.03% of Simplicity Solutions's portfolio in Q4 2023, its #396 holding.
  • Simplicity Solutions first reported a position in Autodesk in Q2 2017 and has held it in 25 quarters since.
  • Simplicity Solutions's Autodesk position peaked at $1.35M in Q1 2023.
  • 1,161 funds tracked by Wall St. Rank held Autodesk as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.