SkyOak Wealth’s Autodesk ADSK Stock Holding History

SkyOak Wealth’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
2022 Q3	–	Sell	-1,177	Closed	-$202K	–	221
2022 Q2	$202K	Buy	1,177 +188	+19%	+$36.2K	0.07%	194
2022 Q1	$212K	Buy	+989	New	+$228K	0.06%	214

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

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

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SkyOak Wealth's ADSK Position: Q3 2022 in Review

SkyOak Wealth sold out of Autodesk (ADSK) in Q3 2022, closing a stake of 1,177 shares — an estimated $202K sold.

SkyOak Wealth first reported a position in ADSK in Q1 2022 and held it in 2 quarters. The position peaked at $212K in Q1 2022. 1,039 funds tracked by Wall St. Rank hold ADSK as of Q3 2022.

SkyOak Wealth reported no remaining Autodesk position as of Q3 2022 after selling out during the quarter.
SkyOak Wealth sold 1,177 Autodesk shares in Q3 2022, an estimated $202K.
SkyOak Wealth first reported a position in Autodesk in Q1 2022 and held it in 2 quarters.
SkyOak Wealth's Autodesk position peaked at $212K in Q1 2022.
1,039 funds tracked by Wall St. Rank held Autodesk as of Q3 2022.

Based on SkyOak Wealth's 13F filing for Q3 2022, filed 25 Oct 2022.