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B.O.S.S. Retirement Advisors’s Autodesk ADSK Stock Holding History

B.O.S.S. Retirement Advisors’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
-5,484
Closed -$1.14M – 240
2023
Q1 		$1.14M Sell
5,484
-4
-0.1% -$824 0.27% 138
2022
Q4 		$1.03M Buy
+5,488
New +$1.1M 0.26% 139

Other funds holding ADSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

B.O.S.S. Retirement Advisors's ADSK Position: Q2 2023 in Review

B.O.S.S. Retirement Advisors sold out of Autodesk (ADSK) in Q2 2023, closing a stake of 5,484 shares — an estimated $1.14M sold.

B.O.S.S. Retirement Advisors first reported a position in ADSK in Q4 2022 and held it in 2 quarters. The position peaked at $1.14M in Q1 2023. 1,080 funds tracked by Wall St. Rank hold ADSK as of Q2 2023.

  • B.O.S.S. Retirement Advisors reported no remaining Autodesk position as of Q2 2023 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 5,484 Autodesk shares in Q2 2023, an estimated $1.14M.
  • B.O.S.S. Retirement Advisors first reported a position in Autodesk in Q4 2022 and held it in 2 quarters.
  • B.O.S.S. Retirement Advisors's Autodesk position peaked at $1.14M in Q1 2023.
  • 1,080 funds tracked by Wall St. Rank held Autodesk as of Q2 2023.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.