Sonora Investment Management’s Autodesk ADSK Stock Holding History

Sonora Investment 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 Q3	$66K	Hold	230	–	–	0.01%	360
2021 Q2	$67K	Hold	230	–	–	0.01%	337
2021 Q1	$64K	Hold	230	–	–	0.01%	510
2020 Q4	$70K	Sell	230 -25	-10%	-$6.59K	0.01%	509
2020 Q3	$59K	Sell	255 -25	-9%	-$5.94K	0.01%	516
2020 Q2	$67K	Sell	280 -98	-26%	-$19.3K	0.01%	420
2020 Q1	$59K	Hold	378	–	–	0.01%	414
2019 Q4	$69K	Buy	+378	New	+$61.3K	0.01%	423
2019 Q3	–	Sell	-280	Closed	-$46K	–	1667
2019 Q2	$46K	Hold	280	–	–	0.01%	572
2019 Q1	$44K	Hold	280	–	–	0.01%	555
2018 Q4	$36K	Hold	280	–	–	0.01%	454
2018 Q3	$44K	Hold	280	–	–	0.01%	440
2018 Q2	$37K	Hold	280	–	–	0.01%	454
2018 Q1	$35.2K	Hold	280	–	–	0.01%	447
2017 Q4	$29.4K	Buy	+280	New	+$32.6K	﹤0.01%	490
2017 Q3	–	Sell	-200	Closed	-$20.2K	–	1156
2017 Q2	$20.2K	Hold	200	–	–	﹤0.01%	531
2017 Q1	$17.3K	Hold	200	–	–	﹤0.01%	545
2016 Q4	$14.8K	Hold	200	–	–	﹤0.01%	528
2016 Q3	$14.5K	Hold	200	–	–	﹤0.01%	518
2016 Q2	$10.8K	Hold	200	–	–	﹤0.01%	573
2016 Q1	$12K	Buy	+200	New	+$10.4K	﹤0.01%	583
2015 Q4	–	Sell	-73	Closed	-$3K	–	787
2015 Q3	$3K	Buy	+73	New	+$3.66K	﹤0.01%	856

Other funds holding ADSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

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

PAMS

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Sonora Investment Management's ADSK Position: Q3 2021 in Review

Sonora Investment Management held its Autodesk (ADSK) position steady in Q3 2021 at 230 shares worth $66K. The position accounts for 0.01% of the portfolio, ranked #360.

Sonora Investment Management first reported a position in ADSK in Q3 2015 and has held it in 22 quarters since. The position peaked at $70K in Q4 2020. 1,022 funds tracked by Wall St. Rank hold ADSK as of Q3 2021.

Sonora Investment Management held 230 shares of Autodesk worth $66K as of Q3 2021.
Sonora Investment Management left its Autodesk share count unchanged in Q3 2021.
Autodesk made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #360 holding.
Sonora Investment Management first reported a position in Autodesk in Q3 2015 and has held it in 22 quarters since.
Sonora Investment Management's Autodesk position peaked at $70K in Q4 2020.
1,022 funds tracked by Wall St. Rank held Autodesk as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.