Valley Wealth Managers’s Autodesk ADSK Stock Holding History

Valley Wealth Managers’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	-60	Closed	-$14.6K	–	330
2023 Q4	$14.6K	Hold	60	–	–	﹤0.01%	264
2023 Q3	$12.4K	Hold	60	–	–	﹤0.01%	281
2023 Q2	$12.3K	Hold	60	–	–	﹤0.01%	263
2023 Q1	$12.5K	Hold	60	–	–	﹤0.01%	276
2022 Q4	$11.2K	Hold	60	–	–	﹤0.01%	291
2022 Q3	$11K	Hold	60	–	–	﹤0.01%	313
2022 Q2	$10K	Buy	+60	New	+$11.5K	﹤0.01%	327
2017 Q1	–	Sell	-54	Closed	-$4K	–	203
2016 Q4	$4K	Buy	+54	New	+$3.98K	﹤0.01%	196

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