SlateStone Wealth’s Autodesk ADSK Stock Holding History

SlateStone 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 Q1	–	Sell	-3,600	Closed	-$1.01M	–	182
2021 Q4	$1.01M	Buy	+3,600	New	+$1.05M	0.22%	86

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

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

FPP

Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

SlateStone Wealth's ADSK Position: Q1 2022 in Review

SlateStone Wealth sold out of Autodesk (ADSK) in Q1 2022, closing a stake of 3,600 shares — an estimated $1.01M sold.

SlateStone Wealth first reported a position in ADSK in Q4 2021 and held it in 1 quarter. The position peaked at $1.01M in Q4 2021. 1,056 funds tracked by Wall St. Rank hold ADSK as of Q1 2022.

SlateStone Wealth reported no remaining Autodesk position as of Q1 2022 after selling out during the quarter.
SlateStone Wealth sold 3,600 Autodesk shares in Q1 2022, an estimated $1.01M.
SlateStone Wealth first reported a position in Autodesk in Q4 2021 and held it in 1 quarter.
SlateStone Wealth's Autodesk position peaked at $1.01M in Q4 2021.
1,056 funds tracked by Wall St. Rank held Autodesk as of Q1 2022.

Based on SlateStone Wealth's 13F filing for Q1 2022, filed 4 May 2022.