Wealth Alliance’s Autodesk ADSK Stock Holding History

Wealth Alliance’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 Q2	–	Sell	-1,401	Closed	-$365K	–	512
2024 Q1	$365K	Sell	1,401 -81	-5%	-$20.5K	0.05%	347
2023 Q4	$361K	Sell	1,482 -31	-2%	-$6.69K	0.05%	327
2023 Q3	$313K	Sell	1,513 -51	-3%	-$10.7K	0.05%	337
2023 Q2	$320K	Sell	1,564 -280	-15%	-$56K	0.05%	356
2023 Q1	$384K	Buy	1,844 +596	+48%	+$123K	0.06%	292
2022 Q4	$233K	Sell	1,248 -209	-14%	-$41.9K	0.04%	427
2022 Q3	$272K	Buy	+1,457	New	+$294K	0.05%	345
2022 Q2	–	Sell	-1,208	Closed	-$259K	–	441
2022 Q1	$259K	Sell	1,208 -300	-20%	-$69.1K	0.05%	359
2021 Q4	$424K	Sell	1,508 -375	-20%	-$109K	0.09%	257
2021 Q3	$537K	Buy	1,883 +783	+71%	+$240K	0.12%	189
2021 Q2	$321K	Sell	1,100 -30	-3%	-$8.56K	0.08%	304
2021 Q1	$313K	Sell	1,130 -127	-10%	-$36.6K	0.09%	277
2020 Q4	$384K	Buy	1,257 +98	+8%	+$25.8K	0.11%	221
2020 Q3	$268K	Buy	1,159 +25	+2%	+$5.94K	0.1%	257
2020 Q2	$271K	Buy	+1,134	New	+$223K	0.11%	236

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

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

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Aristotle Capital Management

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