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WP Advisors’s Autodesk ADSK Stock Holding History

WP 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
Q4 		– Sell
-1,452
Closed -$271K – 104
2022
Q3 		$271K Buy
1,452
+22
+2% +$4.45K 0.12% 90
2022
Q2 		$246K Buy
1,430
+90
+7% +$17.3K 0.11% 99
2022
Q1 		$287K Buy
1,340
+50
+4% +$11.5K 0.12% 94
2021
Q4 		$363K Buy
+1,290
New +$376K 0.15% 82

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 $3.38T AUM 44.17% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WP Advisors's ADSK Position: Q4 2022 in Review

WP Advisors sold out of Autodesk (ADSK) in Q4 2022, closing a stake of 1,452 shares — an estimated $271K sold.

WP Advisors first reported a position in ADSK in Q4 2021 and held it in 4 quarters. The position peaked at $363K in Q4 2021. 1,092 funds tracked by Wall St. Rank hold ADSK as of Q4 2022.

  • WP Advisors reported no remaining Autodesk position as of Q4 2022 after selling out during the quarter.
  • WP Advisors sold 1,452 Autodesk shares in Q4 2022, an estimated $271K.
  • WP Advisors first reported a position in Autodesk in Q4 2021 and held it in 4 quarters.
  • WP Advisors's Autodesk position peaked at $363K in Q4 2021.
  • 1,092 funds tracked by Wall St. Rank held Autodesk as of Q4 2022.

Based on WP Advisors's 13F filing for Q4 2022, filed 20 Jan 2023.