ZCA
ADSK icon

Zeke Capital Advisors’s Autodesk ADSK Stock Holding History

Zeke 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
Q4 		$1.17M Sell
6,284
-7,959
-56% -$1.6M 0.08% 122
2022
Q3 		$2.66M Buy
14,243
+5
+0% +$1.01K 0.19% 57
2022
Q2 		$2.45M Sell
14,238
-7,441
-34% -$1.43M 0.16% 62
2022
Q1 		$4.65M Buy
21,679
+16,171
+294% +$3.72M 0.23% 49
2021
Q4 		$1.55M Sell
5,508
-74
-1% -$21.6K 0.09% 71
2021
Q3 		$1.59M Buy
5,582
+11
+0.2% +$3.37K 0.09% 73
2021
Q2 		$1.63M Buy
5,571
+3
+0.1% +$856 0.1% 81
2021
Q1 		$1.54M Hold
5,568
– – 0.11% 69
2020
Q4 		$1.7M Buy
5,568
+1,671
+43% +$440K 0.14% 59
2020
Q3 		$900K Hold
3,897
– – 0.1% 65
2020
Q2 		$932K Buy
3,897
+1,893
+94% +$372K 0.18% 55
2020
Q1 		$313K Sell
2,004
-3,417
-63% -$627K 0.09% 134
2019
Q4 		$995K Buy
5,421
+119
+2% +$19.3K 0.08% 207
2019
Q3 		$783K Sell
5,302
-201
-4% -$31.3K 0.07% 253
2019
Q2 		$896K Buy
5,503
+150
+3% +$25.2K 0.08% 209
2019
Q1 		$834K Sell
5,353
-1,734
-24% -$259K 0.08% 222
2018
Q4 		$911K Buy
7,087
+3,757
+113% +$507K 0.09% 216
2018
Q3 		$520K Sell
3,330
-6,436
-66% -$909K 0.04% 393
2018
Q2 		$1.28M Buy
9,766
+1,005
+11% +$133K 0.12% 142
2018
Q1 		$1.1M Buy
8,761
+2,331
+36% +$278K 0.1% 176
2017
Q4 		$674K Sell
6,430
-2,311
-26% -$269K 0.07% 228
2017
Q3 		$981K Buy
8,741
+2,343
+37% +$258K 0.13% 123
2017
Q2 		$645K Buy
6,398
+54
+0.9% +$5.34K 0.12% 109
2017
Q1 		$549K Buy
6,344
+338
+6% +$28.3K 0.11% 106
2016
Q4 		$445K Buy
+6,006
New +$442K 0.12% 90

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

Zeke Capital Advisors's ADSK Position: Q4 2022 in Review

Zeke Capital Advisors reduced its Autodesk (ADSK) stake by 56% in Q4 2022, selling an estimated $1.6M and leaving 6,284 shares worth $1.17M. The position accounts for 0.08% of the portfolio, ranked #122.

Zeke Capital Advisors first reported a position in ADSK in Q4 2016 and has held it in 25 quarters since. The position peaked at $4.65M in Q1 2022. 1,093 funds tracked by Wall St. Rank hold ADSK as of Q4 2022.

  • Zeke Capital Advisors held 6,284 shares of Autodesk worth $1.17M as of Q4 2022.
  • Zeke Capital Advisors sold 7,959 Autodesk shares in Q4 2022, an estimated $1.6M.
  • Autodesk made up 0.08% of Zeke Capital Advisors's portfolio in Q4 2022, its #122 holding.
  • Zeke Capital Advisors first reported a position in Autodesk in Q4 2016 and has held it in 25 quarters since.
  • Zeke Capital Advisors's Autodesk position peaked at $4.65M in Q1 2022.
  • 1,093 funds tracked by Wall St. Rank held Autodesk as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.