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Badgley, Phelps & Bell’s Autodesk ADSK Stock Holding History

Badgley, Phelps & Bell’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
2021
Q2 		$10M Buy
34,254
+1,040
+3% +$297K 0.37% 95
2021
Q1 		$9.21M Buy
33,214
+32,007
+2,652% +$9.23M 0.38% 95
2020
Q4 		$369K Sell
1,207
-126
-9% -$33.2K 0.02% 172
2020
Q3 		$308K Buy
+1,333
New +$317K 0.02% 172

Other funds holding ADSK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Badgley, Phelps & Bell's ADSK Position: Q2 2021 in Review

Badgley, Phelps & Bell increased its Autodesk (ADSK) stake by 3.1% in Q2 2021, buying an estimated $297K and bringing the position to 34,254 shares worth $10M. The position accounts for 0.37% of the portfolio, ranked #95.

Badgley, Phelps & Bell first reported a position in ADSK in Q3 2020 and has held it in 4 quarters since. 1,012 funds tracked by Wall St. Rank hold ADSK as of Q2 2021.

  • Badgley, Phelps & Bell held 34,254 shares of Autodesk worth $10M as of Q2 2021.
  • Badgley, Phelps & Bell bought 1,040 Autodesk shares in Q2 2021, an estimated $297K.
  • Autodesk made up 0.37% of Badgley, Phelps & Bell's portfolio in Q2 2021, its #95 holding.
  • Badgley, Phelps & Bell first reported a position in Autodesk in Q3 2020 and has held it in 4 quarters since.
  • 1,012 funds tracked by Wall St. Rank held Autodesk as of Q2 2021.

Based on Badgley, Phelps & Bell's 13F filing for Q2 2021, filed 28 Jul 2021.