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Advisor Partners II’s Autodesk ADSK Stock Holding History

Advisor Partners II’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
2023
Q3 		$3.21M Buy
15,501
+1,377
+10% +$289K 0.13% 167
2023
Q2 		$2.89M Buy
14,124
+1,789
+15% +$358K 0.14% 146
2023
Q1 		$2.57M Buy
12,335
+819
+7% +$169K 0.14% 143
2022
Q4 		$2.15M Buy
11,516
+1,726
+18% +$346K 0.13% 163
2022
Q3 		$1.83M Buy
+9,790
New +$1.98M 0.14% 159

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 $3.37T AUM 44.26% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Advisor Partners II's ADSK Position: Q3 2023 in Review

Advisor Partners II increased its Autodesk (ADSK) stake by 9.7% in Q3 2023, buying an estimated $289K and bringing the position to 15,501 shares worth $3.21M. The position accounts for 0.13% of the portfolio, ranked #167.

Advisor Partners II first reported a position in ADSK in Q3 2022 and has held it in 5 quarters since. 1,076 funds tracked by Wall St. Rank hold ADSK as of Q3 2023.

  • Advisor Partners II held 15,501 shares of Autodesk worth $3.21M as of Q3 2023.
  • Advisor Partners II bought 1,377 Autodesk shares in Q3 2023, an estimated $289K.
  • Autodesk made up 0.13% of Advisor Partners II's portfolio in Q3 2023, its #167 holding.
  • Advisor Partners II first reported a position in Autodesk in Q3 2022 and has held it in 5 quarters since.
  • 1,076 funds tracked by Wall St. Rank held Autodesk as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.