TrustCore Financial Services’s Autodesk ADSK Stock Holding History

TrustCore Financial Services’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 Q4	$47.8K	Hold	256	–	–	﹤0.01%	468
2022 Q3	$48K	Buy	256 +126	+97%	+$25.5K	﹤0.01%	445
2022 Q2	$22K	Hold	130	–	–	﹤0.01%	618
2022 Q1	$28K	Hold	130	–	–	﹤0.01%	580
2021 Q4	$37K	Hold	130	–	–	﹤0.01%	498
2021 Q3	$37K	Buy	130 +68	+110%	+$20.8K	﹤0.01%	534
2021 Q2	$18K	Hold	62	–	–	﹤0.01%	642
2021 Q1	$17K	Hold	62	–	–	﹤0.01%	611
2020 Q4	$19K	Hold	62	–	–	﹤0.01%	573
2020 Q3	$14K	Sell	62 -67	-52%	-$15.9K	﹤0.01%	552
2020 Q2	$31K	Hold	129	–	–	0.01%	453
2020 Q1	$20K	Hold	129	–	–	﹤0.01%	477
2019 Q4	$24K	Hold	129	–	–	﹤0.01%	481
2019 Q3	$19K	Hold	129	–	–	﹤0.01%	521
2019 Q2	$21K	Sell	129 -41	-24%	-$6.89K	﹤0.01%	490
2019 Q1	$26K	Buy	170 +41	+32%	+$6.13K	0.01%	394
2018 Q4	$17K	Hold	129	–	–	0.01%	238
2018 Q3	$20K	Hold	129	–	–	0.01%	449
2018 Q2	$17K	Buy	+129	New	+$17.1K	0.01%	469

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

TrustCore Financial Services's ADSK Position: Q4 2022 in Review

TrustCore Financial Services held its Autodesk (ADSK) position steady in Q4 2022 at 256 shares worth $47.8K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

TrustCore Financial Services first reported a position in ADSK in Q2 2018 and has held it in 19 quarters since. The position peaked at $48K in Q3 2022. 1,092 funds tracked by Wall St. Rank hold ADSK as of Q4 2022.

TrustCore Financial Services held 256 shares of Autodesk worth $47.8K as of Q4 2022.
TrustCore Financial Services left its Autodesk share count unchanged in Q4 2022.
Autodesk made up ﹤0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #468 holding.
TrustCore Financial Services first reported a position in Autodesk in Q2 2018 and has held it in 19 quarters since.
TrustCore Financial Services's Autodesk position peaked at $48K in Q3 2022.
1,092 funds tracked by Wall St. Rank held Autodesk as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.