Archford Capital Strategies’s Autodesk ADSK Stock Holding History

Archford Capital Strategies’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
2024 Q2	–	Sell	-4,243	Closed	-$1.1M	–	259
2024 Q1	$1.1M	Sell	4,243 -51	-1%	-$12.9K	0.19%	125
2023 Q4	$1.05M	Buy	4,294 +1,144	+36%	+$247K	0.19%	125
2023 Q3	$652K	Sell	3,150 -148	-4%	-$31.1K	0.13%	165
2023 Q2	$694K	Sell	3,298 -2	-0.1%	-$400	0.13%	162
2023 Q1	$652K	Buy	3,300 +1,018	+45%	+$210K	0.14%	169
2022 Q4	$426K	Buy	+2,282	New	+$458K	0.1%	213
2017 Q2	–	Sell	-115	Closed	-$10K	–	199
2017 Q1	$10K	Buy	+115	New	+$9.62K	﹤0.01%	423
2016 Q4	–	Sell	-115	Closed	-$8K	–	613
2016 Q3	$8K	Hold	115	–	–	﹤0.01%	378
2016 Q2	$6K	Buy	+115	New	+$6.66K	﹤0.01%	435
2014 Q4	–	Sell	-43	Closed	-$2K	–	721
2014 Q3	$2K	Hold	43	–	–	﹤0.01%	484
2014 Q2	$2.42K	Sell	43 -15	-26%	-$761	﹤0.01%	645
2014 Q1	$2.85K	Buy	+58	New	+$3K	﹤0.01%	597

Other funds holding ADSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Archford Capital Strategies's ADSK Position: Q2 2024 in Review

Archford Capital Strategies sold out of Autodesk (ADSK) in Q2 2024, closing a stake of 4,243 shares — an estimated $1.1M sold.

Archford Capital Strategies first reported a position in ADSK in Q1 2014 and held it in 12 quarters. The position peaked at $1.1M in Q1 2024. 1,164 funds tracked by Wall St. Rank hold ADSK as of Q2 2024.

Archford Capital Strategies reported no remaining Autodesk position as of Q2 2024 after selling out during the quarter.
Archford Capital Strategies sold 4,243 Autodesk shares in Q2 2024, an estimated $1.1M.
Archford Capital Strategies first reported a position in Autodesk in Q1 2014 and held it in 12 quarters.
Archford Capital Strategies's Autodesk position peaked at $1.1M in Q1 2024.
1,164 funds tracked by Wall St. Rank held Autodesk as of Q2 2024.

Based on Archford Capital Strategies's 13F filing for Q2 2024, filed 17 Jul 2024.