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Westover Capital Advisors’s Autodesk ADSK Stock Holding History

Westover Capital Advisors’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
Q2 		– Sell
-3,152
Closed -$676K – 165
2022
Q1 		$676K Sell
3,152
-1,326
-30% -$305K 0.21% 91
2021
Q4 		$1.26M Buy
4,478
+320
+8% +$93.3K 0.37% 67
2021
Q3 		$1.19M Buy
4,158
+1,828
+78% +$560K 0.37% 68
2021
Q2 		$680K Buy
2,330
+115
+5% +$32.8K 0.22% 85
2021
Q1 		$614K Sell
2,215
-123
-5% -$35.5K 0.21% 92
2020
Q4 		$714K Buy
2,338
+75
+3% +$19.8K 0.26% 80
2020
Q3 		$523K Buy
+2,263
New +$538K 0.21% 86

Other funds holding ADSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Westover Capital Advisors's ADSK Position: Q2 2022 in Review

Westover Capital Advisors sold out of Autodesk (ADSK) in Q2 2022, closing a stake of 3,152 shares — an estimated $676K sold.

Westover Capital Advisors first reported a position in ADSK in Q3 2020 and held it in 7 quarters. The position peaked at $1.26M in Q4 2021. 1,026 funds tracked by Wall St. Rank hold ADSK as of Q2 2022.

  • Westover Capital Advisors reported no remaining Autodesk position as of Q2 2022 after selling out during the quarter.
  • Westover Capital Advisors sold 3,152 Autodesk shares in Q2 2022, an estimated $676K.
  • Westover Capital Advisors first reported a position in Autodesk in Q3 2020 and held it in 7 quarters.
  • Westover Capital Advisors's Autodesk position peaked at $1.26M in Q4 2021.
  • 1,026 funds tracked by Wall St. Rank held Autodesk as of Q2 2022.

Based on Westover Capital Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.