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WealthPLAN Partners’s Autodesk ADSK Stock Holding History

WealthPLAN Partners’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
Q4 		– Sell
-6,232
Closed -$1.29M – 320
2023
Q3 		$1.29M Buy
6,232
+3,189
+105% +$670K 0.15% 134
2023
Q2 		$623K Sell
3,043
-1,685
-36% -$337K 0.09% 168
2023
Q1 		$984K Sell
4,728
-3,618
-43% -$745K 0.11% 150
2022
Q4 		$1.9M Buy
+8,346
New +$1.67M 0.13% 125
2022
Q1 		$1.84M Buy
9,698
+1,668
+21% +$384K 0.13% 123
2021
Q4 		$2.01M Buy
8,030
+842
+12% +$245K 0.13% 119
2021
Q3 		$1.99M Buy
7,188
+319
+5% +$97.6K 0.13% 121
2021
Q2 		$2.26M Buy
6,869
+1,030
+18% +$294K 0.16% 103
2021
Q1 		$1.63M Buy
5,839
+1,232
+27% +$355K 0.13% 114
2020
Q4 		$1.38M Buy
4,607
+3,275
+246% +$863K 0.12% 115
2020
Q3 		$327K Buy
+1,332
New +$317K 0.03% 240

Other funds holding ADSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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