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YorkBridge Wealth Partners’s Autodesk ADSK Stock Holding History

YorkBridge Wealth 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
2022
Q4 		$3.26M Sell
17,429
-1,757
-9% -$353K 0.83% 29
2022
Q3 		$3.58M Buy
19,186
+189
+1% +$38.2K 0.92% 25
2022
Q2 		$3.27M Buy
18,997
+445
+2% +$85.6K 0.85% 25
2022
Q1 		$3.98M Buy
18,552
+3,457
+23% +$796K 0.87% 27
2021
Q4 		$4.25M Buy
15,095
+690
+5% +$201K 0.95% 26
2021
Q3 		$4.11M Buy
14,405
+2,163
+18% +$662K 1.03% 24
2021
Q2 		$3.57M Buy
12,242
+63
+0.5% +$18K 0.93% 27
2021
Q1 		$3.38M Sell
12,179
-1,433
-11% -$413K 1% 28
2020
Q4 		$4.16M Buy
13,612
+658
+5% +$173K 1.39% 17
2020
Q3 		$2.99M Buy
12,954
+1,934
+18% +$460K 1.26% 22
2020
Q2 		$2.64M Buy
11,020
+5,194
+89% +$1.02M 1.21% 20
2020
Q1 		$909K Buy
+5,826
New +$1.07M 0.56% 55
2019
Q3 		– Sell
-557
Closed -$91K – 179
2019
Q2 		$91K Sell
557
-58
-9% -$9.75K 0.04% 301
2019
Q1 		$96K Sell
615
-8
-1% -$1.2K 0.04% 279
2018
Q4 		$80K Sell
623
-7
-1% -$945 0.04% 278
2018
Q3 		$98K Sell
630
-84
-12% -$11.9K 0.04% 286
2018
Q2 		$94K Hold
714
– – 0.04% 299
2018
Q1 		$94K Sell
714
-28
-4% -$3.33K 0.04% 301
2017
Q4 		$81K Sell
742
-596
-45% -$69.5K 0.04% 317
2017
Q3 		$150K Sell
1,338
-120
-8% -$13.2K 0.08% 209
2017
Q2 		$145K Sell
1,458
-50
-3% -$4.95K 0.08% 205
2017
Q1 		$141K Sell
1,508
-381
-20% -$31.9K 0.07% 199
2016
Q4 		$143K Buy
+1,889
New +$139K 0.08% 189

Other funds holding ADSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Brown Advisory
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

YorkBridge Wealth Partners's ADSK Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Autodesk (ADSK) stake by 9.2% in Q4 2022, selling an estimated $353K and leaving 17,429 shares worth $3.26M. The position accounts for 0.83% of the portfolio, ranked #29.

YorkBridge Wealth Partners first reported a position in ADSK in Q4 2016 and has held it in 23 quarters since. The position peaked at $4.25M in Q4 2021. 1,092 funds tracked by Wall St. Rank hold ADSK as of Q4 2022.

  • YorkBridge Wealth Partners held 17,429 shares of Autodesk worth $3.26M as of Q4 2022.
  • YorkBridge Wealth Partners sold 1,757 Autodesk shares in Q4 2022, an estimated $353K.
  • Autodesk made up 0.83% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #29 holding.
  • YorkBridge Wealth Partners first reported a position in Autodesk in Q4 2016 and has held it in 23 quarters since.
  • YorkBridge Wealth Partners's Autodesk position peaked at $4.25M in Q4 2021.
  • 1,092 funds tracked by Wall St. Rank held Autodesk as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.