Willner & Heller’s Autodesk ADSK Stock Holding History

Willner & Heller’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 Q1	–	Sell	-717	Closed	-$204K	–	141
2021 Q4	$204K	Buy	+717	New	+$209K	0.27%	138

Other funds holding ADSK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FPP

Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 1-Year Est. Return

Willner & Heller's ADSK Position: Q1 2022 in Review

Willner & Heller sold out of Autodesk (ADSK) in Q1 2022, closing a stake of 717 shares — an estimated $204K sold.

Willner & Heller first reported a position in ADSK in Q4 2021 and held it in 1 quarter. The position peaked at $204K in Q4 2021. 1,057 funds tracked by Wall St. Rank hold ADSK as of Q1 2022.

Willner & Heller reported no remaining Autodesk position as of Q1 2022 after selling out during the quarter.
Willner & Heller sold 717 Autodesk shares in Q1 2022, an estimated $204K.
Willner & Heller first reported a position in Autodesk in Q4 2021 and held it in 1 quarter.
Willner & Heller's Autodesk position peaked at $204K in Q4 2021.
1,057 funds tracked by Wall St. Rank held Autodesk as of Q1 2022.

Based on Willner & Heller's 13F filing for Q1 2022, filed 5 Jul 2022.