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Albion Financial Group’s Autodesk ADSK Stock Holding History

Albion Financial Group’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
Q2 		– Sell
-1,791
Closed -$384K – 526
2022
Q1 		$384K Hold
1,791
– – 0.03% 166
2021
Q4 		$504K Buy
1,791
+1,785
+29,750% +$520K 0.04% 162
2021
Q3 		$2K Hold
6
– – ﹤0.01% 450
2021
Q2 		$2K Buy
+6
New +$1.71K ﹤0.01% 440
2020
Q4 		$2K Buy
+6
New +$1.58K ﹤0.01% 416

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Albion Financial Group's ADSK Position: Q2 2022 in Review

Albion Financial Group sold out of Autodesk (ADSK) in Q2 2022, closing a stake of 1,791 shares — an estimated $384K sold.

Albion Financial Group first reported a position in ADSK in Q4 2020 and held it in 5 quarters. The position peaked at $504K in Q4 2021. 1,026 funds tracked by Wall St. Rank hold ADSK as of Q2 2022.

  • Albion Financial Group reported no remaining Autodesk position as of Q2 2022 after selling out during the quarter.
  • Albion Financial Group sold 1,791 Autodesk shares in Q2 2022, an estimated $384K.
  • Albion Financial Group first reported a position in Autodesk in Q4 2020 and held it in 5 quarters.
  • Albion Financial Group's Autodesk position peaked at $504K in Q4 2021.
  • 1,026 funds tracked by Wall St. Rank held Autodesk as of Q2 2022.

Based on Albion Financial Group's 13F filing for Q2 2022, filed 29 Jul 2022.