AWE
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Avidian Wealth Enterprises’s Autodesk ADSK Stock Holding History

Avidian Wealth Enterprises’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
Q2 		– Sell
-1,062
Closed -$221K – 414
2023
Q1 		$221K Sell
1,062
-420
-28% -$86.5K 0.01% 434
2022
Q4 		$277K Buy
+1,482
New +$297K 0.02% 374

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
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

Avidian Wealth Enterprises's ADSK Position: Q2 2023 in Review

Avidian Wealth Enterprises sold out of Autodesk (ADSK) in Q2 2023, closing a stake of 1,062 shares — an estimated $221K sold.

Avidian Wealth Enterprises first reported a position in ADSK in Q4 2022 and held it in 2 quarters. The position peaked at $277K in Q4 2022. 1,081 funds tracked by Wall St. Rank hold ADSK as of Q2 2023.

  • Avidian Wealth Enterprises reported no remaining Autodesk position as of Q2 2023 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 1,062 Autodesk shares in Q2 2023, an estimated $221K.
  • Avidian Wealth Enterprises first reported a position in Autodesk in Q4 2022 and held it in 2 quarters.
  • Avidian Wealth Enterprises's Autodesk position peaked at $277K in Q4 2022.
  • 1,081 funds tracked by Wall St. Rank held Autodesk as of Q2 2023.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2023, filed 3 Aug 2023.