SWA
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Sutton Wealth Advisors’s Autodesk ADSK Stock Holding History

Sutton Wealth Advisors’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
2023
Q3 		$24.8K Buy
120
+28
+30% +$5.88K 0.01% 330
2023
Q2 		$18.8K Hold
92
– – 0.01% 359
2023
Q1 		$19.2K Sell
92
-10
-10% -$2.06K 0.01% 317
2022
Q4 		$19.1K Buy
102
+18
+21% +$3.61K 0.01% 710
2022
Q3 		$15.7K Sell
84
-5
-6% -$1.01K 0.01% 737
2022
Q2 		$15.3K Buy
89
+39
+78% +$7.5K 0.01% 758
2022
Q1 		$10.7K Sell
50
-7
-12% -$1.61K ﹤0.01% 916
2021
Q4 		$16K Sell
57
-2
-3% -$583 0.01% 779
2021
Q3 		$16.8K Buy
59
+2
+4% +$612 0.01% 751
2021
Q2 		$16.6K Hold
57
– – 0.01% 759
2021
Q1 		$15.8K Buy
57
+3
+6% +$865 0.01% 745
2020
Q4 		$16.5K Buy
54
+4
+8% +$1.05K 0.01% 664
2020
Q3 		$11.6K Hold
50
– – 0.01% 694
2020
Q2 		$12K Buy
50
+3
+6% +$590 0.01% 662
2020
Q1 		$7.34K Buy
47
+10
+27% +$1.83K ﹤0.01% 739
2019
Q4 		$6.79K Hold
37
– – ﹤0.01% 899
2019
Q3 		$5.46K Sell
37
-3
-8% -$467 ﹤0.01% 935
2019
Q2 		$6.52K Buy
40
+3
+8% +$504 ﹤0.01% 870
2019
Q1 		$5.76K Buy
37
+6
+19% +$897 ﹤0.01% 907
2018
Q4 		$3.99K Sell
31
-10
-24% -$1.35K ﹤0.01% 917
2018
Q3 		$6.4K Buy
41
+26
+173% +$3.67K ﹤0.01% 866
2018
Q2 		$1.97K Sell
15
-134
-90% -$17.8K ﹤0.01% 1012
2018
Q1 		$18.7K Buy
149
+134
+893% +$16K 0.01% 597
2017
Q4 		$1.57K Hold
15
– – ﹤0.01% 982
2017
Q3 		$1.68K Hold
15
– – ﹤0.01% 963
2017
Q2 		$1.51K Hold
15
– – ﹤0.01% 975
2017
Q1 		$1.3K Hold
15
– – ﹤0.01% 961
2016
Q4 		$1.11K Hold
15
– – ﹤0.01% 964
2016
Q3 		$1.08K Hold
15
– – ﹤0.01% 959
2016
Q2 		$812 Hold
15
– – ﹤0.01% 935
2016
Q1 		$875 Buy
+15
New +$782 ﹤0.01% 925

Other funds holding ADSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sutton Wealth Advisors's ADSK Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Autodesk (ADSK) stake by 30% in Q3 2023, buying an estimated $5.88K and bringing the position to 120 shares worth $24.8K. The position accounts for 0.01% of the portfolio, ranked #330.

Sutton Wealth Advisors first reported a position in ADSK in Q1 2016 and has held it in 31 quarters since. 1,076 funds tracked by Wall St. Rank hold ADSK as of Q3 2023.

  • Sutton Wealth Advisors held 120 shares of Autodesk worth $24.8K as of Q3 2023.
  • Sutton Wealth Advisors bought 28 Autodesk shares in Q3 2023, an estimated $5.88K.
  • Autodesk made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #330 holding.
  • Sutton Wealth Advisors first reported a position in Autodesk in Q1 2016 and has held it in 31 quarters since.
  • 1,076 funds tracked by Wall St. Rank held Autodesk as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.