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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Polen Capital Management

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM