SteelPeak Wealth’s Autodesk ADSK Stock Holding History

SteelPeak 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
2024 Q1	–	Sell	-8,000	Closed	-$1.95M	–	477
2023 Q4	$1.95M	Hold	8,000	–	–	0.11%	146
2023 Q3	$1.66M	Buy	8,000 +1,800	+29%	+$378K	0.1%	146
2023 Q2	$1.27M	Buy	6,200 +1,000	+19%	+$200K	0.08%	166
2023 Q1	$1.08M	Sell	5,200 -12	-0.2%	-$2.47K	0.07%	161
2022 Q4	$974K	Buy	5,212 +200	+4%	+$40.1K	0.07%	175
2022 Q3	$936K	Sell	5,012 -38	-0.8%	-$7.68K	0.07%	173
2022 Q2	$868K	Buy	5,050 +50	+1%	+$9.62K	0.06%	181
2022 Q1	$1.07M	Buy	5,000 +2,800	+127%	+$645K	0.07%	181
2021 Q4	$619K	Buy	+2,200	New	+$641K	0.04%	226

Other funds holding ADSK

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Loomis, Sayles & Company

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

Fidelity Investments

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

Polen Capital Management

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 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 $43.1B AUM 23.42% 1-Year Est. Return