Badgley Phelps Wealth Managers’s Autodesk ADSK Stock Holding History

Badgley Phelps Wealth Managers’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	-1,032	Closed	-$215K	–	234
2023 Q1	$215K	Buy	+1,032	New	+$212K	0.01%	196
2022 Q4	–	Sell	-1,495	Closed	-$279K	–	213
2022 Q3	$279K	Buy	+1,495	New	+$302K	0.01%	168
2022 Q2	–	Sell	-1,269	Closed	-$272K	–	203
2022 Q1	$272K	Sell	1,269 -196	-13%	-$45.1K	0.01%	181
2021 Q4	$412K	Sell	1,465 -33,408	-96%	-$9.74M	0.01%	168
2021 Q3	$9.95M	Buy	+34,873	New	+$10.7M	0.36%	93

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

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

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

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

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

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

Badgley Phelps Wealth Managers's ADSK Position: Q2 2023 in Review

Badgley Phelps Wealth Managers sold out of Autodesk (ADSK) in Q2 2023, closing a stake of 1,032 shares — an estimated $215K sold.

Badgley Phelps Wealth Managers first reported a position in ADSK in Q3 2021 and held it in 5 quarters. The position peaked at $9.95M in Q3 2021. 1,081 funds tracked by Wall St. Rank hold ADSK as of Q2 2023.

Badgley Phelps Wealth Managers reported no remaining Autodesk position as of Q2 2023 after selling out during the quarter.
Badgley Phelps Wealth Managers sold 1,032 Autodesk shares in Q2 2023, an estimated $215K.
Badgley Phelps Wealth Managers first reported a position in Autodesk in Q3 2021 and held it in 5 quarters.
Badgley Phelps Wealth Managers's Autodesk position peaked at $9.95M in Q3 2021.
1,081 funds tracked by Wall St. Rank held Autodesk as of Q2 2023.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2023, filed 15 Aug 2023.