Vancity Investment Management’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-43,538
| Closed | -$11.3M | – | 65 |
|
|
2024
Q1 | $11.3M | Sell |
43,538
-19,453
| -31% | -$5.07M | 1.35% | 30 |
|
|
2023
Q4 | $15.3M | Sell |
62,991
-3,023
| -5% | -$736K | 2.25% | 20 |
|
|
2023
Q3 | $13.7M | Hold |
66,014
| – | – | 1.77% | 20 |
|
|
2023
Q2 | $13.5M | Hold |
66,014
| – | – | 1.74% | 22 |
|
|
2023
Q1 | $13.7M | Buy |
66,014
+6,149
| +10% | +$1.28M | 1.93% | 19 |
|
|
2022
Q4 | $11.2M | Buy |
59,865
+687
| +1% | +$128K | 1.68% | 24 |
|
|
2022
Q3 | $11.1M | Sell |
59,178
-1,353
| -2% | -$253K | 1.76% | 21 |
|
|
2022
Q2 | $10.4M | Buy |
60,531
+22,539
| +59% | +$3.88M | 1.48% | 22 |
|
|
2022
Q1 | $8.14M | Buy |
+37,992
| New | +$8.14M | 0.96% | 45 |
|