Sugarloaf Wealth Management’s Autodesk ADSK Stock Holding History

Sugarloaf Wealth 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
2024 Q1	–	Sell	-149	Closed	-$36.3K	–	675
2023 Q4	$36.3K	Hold	149	–	–	0.01%	319
2023 Q3	$30.8K	Hold	149	–	–	0.01%	338
2023 Q2	$30.5K	Hold	149	–	–	0.01%	346
2023 Q1	$31K	Sell	149 -8	-5%	-$1.65K	0.01%	345
2022 Q4	$29.3K	Buy	157 +8	+5%	+$1.6K	0.01%	360
2022 Q3	$28K	Hold	149	–	–	0.01%	374
2022 Q2	$26K	Hold	149	–	–	0.01%	376
2022 Q1	$32K	Hold	149	–	–	0.01%	339
2021 Q4	$42K	Hold	149	–	–	0.01%	315
2021 Q3	$42K	Hold	149	–	–	0.01%	297
2021 Q2	$43K	Hold	149	–	–	0.01%	293
2021 Q1	$41	Hold	149	–	–	0.01%	298
2020 Q4	$45K	Hold	149	–	–	0.02%	261
2020 Q3	$34K	Hold	149	–	–	0.01%	280
2020 Q2	$36K	Hold	149	–	–	0.01%	277
2020 Q1	$23K	Hold	149	–	–	0.01%	304
2019 Q4	$27K	Buy	+149	New	+$24.1K	0.01%	328

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