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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return