Number of Shares
5,360.00
Current Holdings Value*
$1.40 Mil
% of Portfolio
2.95%
Total Estimate Gain
$610,503.20
% of Total Estimate Gain
29.12%

Alta Quality Growth Fund's Autodesk Inc Holding Summary

As of 2025-03-31, Capitol Series Trust held 5,360.00 shares of Autodesk Inc(ADSK), totaling $1.40 Mil. This investment constitutes 2.95% of their stock portfolio, and Capitol Series Trust now holds 0% of the outstanding Autodesk Inc(ADSK) stock.

The initial trade took place in 2022Q1. And since then Alta Quality Growth Fund has made 5 purchases of ADSK, at an average price of $223.02, for a total of 9,400.00 shares. In addition, there have been 3 sales at an average price of $272.75 for 4,040.00 shares. Based on historical transaction data and ADSK's current price of $299.43, Alta Quality Growth Fund's estimated gain on his ADSK holdings is $610,503.20, reflecting a 29.12% gain to date.

Alta Quality Growth Fund ADSK ($299.43) Holding Chart

Alta Quality Growth Fund ADSK ($299.43) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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