Surevest’s Autodesk ADSK Stock Holding History

Surevest’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	$706K	Hold	3,779	–	–	0.19%	107
2022 Q2	$650K	Hold	3,779	–	–	0.17%	107
2022 Q1	$810K	Sell	3,779 -3	-0.1%	-$691	0.2%	104
2021 Q4	$1.06M	Hold	3,782	–	–	0.25%	76
2021 Q3	$1.08M	Buy	3,782 +3	+0.1%	+$918	0.27%	74
2021 Q2	$1.1M	Hold	3,779	–	–	0.29%	72
2021 Q1	$1.05M	Hold	3,779	–	–	0.32%	71
2020 Q4	$1.15M	Hold	3,779	–	–	0.39%	66
2020 Q3	$873K	Hold	3,779	–	–	0.34%	66
2020 Q2	$904K	Hold	3,779	–	–	0.4%	65
2020 Q1	$590K	Sell	3,779 -1,500	-28%	-$275K	0.32%	67
2019 Q4	$968K	Hold	5,279	–	–	0.41%	84
2019 Q3	$780K	Hold	5,279	–	–	0.38%	92
2019 Q2	$860K	Hold	5,279	–	–	0.45%	83
2019 Q1	$823K	Hold	5,279	–	–	0.51%	52
2018 Q4	$679K	Buy	+5,279	New	+$713K	0.54%	47

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

Surevest's ADSK Position: Q3 2022 in Review

Surevest held its Autodesk (ADSK) position steady in Q3 2022 at 3,779 shares worth $706K. The position accounts for 0.19% of the portfolio, ranked #107.

Surevest first reported a position in ADSK in Q4 2018 and has held it in 16 quarters since. The position peaked at $1.15M in Q4 2020. 1,039 funds tracked by Wall St. Rank hold ADSK as of Q3 2022.

Surevest held 3,779 shares of Autodesk worth $706K as of Q3 2022.
Surevest left its Autodesk share count unchanged in Q3 2022.
Autodesk made up 0.19% of Surevest's portfolio in Q3 2022, its #107 holding.
Surevest first reported a position in Autodesk in Q4 2018 and has held it in 16 quarters since.
Surevest's Autodesk position peaked at $1.15M in Q4 2020.
1,039 funds tracked by Wall St. Rank held Autodesk as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.