AHC
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Adell Harriman & Carpenter’s Autodesk ADSK Stock Holding History

Adell Harriman & Carpenter’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
2021
Q2 		– Sell
-800
Closed -$222K – 172
2021
Q1 		$222K Hold
800
– – 0.03% 158
2020
Q4 		$244K Buy
+800
New +$211K 0.03% 147

Other funds holding ADSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Adell Harriman & Carpenter's ADSK Position: Q2 2021 in Review

Adell Harriman & Carpenter sold out of Autodesk (ADSK) in Q2 2021, closing a stake of 800 shares — an estimated $222K sold.

Adell Harriman & Carpenter first reported a position in ADSK in Q4 2020 and held it in 2 quarters. The position peaked at $244K in Q4 2020. 1,015 funds tracked by Wall St. Rank hold ADSK as of Q2 2021.

  • Adell Harriman & Carpenter reported no remaining Autodesk position as of Q2 2021 after selling out during the quarter.
  • Adell Harriman & Carpenter sold 800 Autodesk shares in Q2 2021, an estimated $222K.
  • Adell Harriman & Carpenter first reported a position in Autodesk in Q4 2020 and held it in 2 quarters.
  • Adell Harriman & Carpenter's Autodesk position peaked at $244K in Q4 2020.
  • 1,015 funds tracked by Wall St. Rank held Autodesk as of Q2 2021.

Based on Adell Harriman & Carpenter's 13F filing for Q2 2021, filed 10 Aug 2021.