TCWP’s Autodesk ADSK Stock Holding History

TCWP’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	–	Sell	-1,543	Closed	-$316K	–	105
2023 Q2	$316K	Buy	+1,543	New	+$309K	0.07%	135
2022 Q2	–	Sell	-524	Closed	-$112K	–	284
2022 Q1	$112K	Buy	+524	New	+$121K	0.02%	326

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCWP's ADSK Position: Q3 2023 in Review

TCWP sold out of Autodesk (ADSK) in Q3 2023, closing a stake of 1,543 shares — an estimated $316K sold.

TCWP first reported a position in ADSK in Q1 2022 and held it in 2 quarters. The position peaked at $316K in Q2 2023. 1,076 funds tracked by Wall St. Rank hold ADSK as of Q3 2023.

TCWP reported no remaining Autodesk position as of Q3 2023 after selling out during the quarter.
TCWP sold 1,543 Autodesk shares in Q3 2023, an estimated $316K.
TCWP first reported a position in Autodesk in Q1 2022 and held it in 2 quarters.
TCWP's Autodesk position peaked at $316K in Q2 2023.
1,076 funds tracked by Wall St. Rank held Autodesk as of Q3 2023.

Based on TCWP's 13F filing for Q3 2023, filed 24 Oct 2023.