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Barrett Asset Management’s Autodesk ADSK Stock Holding History

Barrett Asset Management’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
Q3 		– Sell
-10
Closed -$3K – 485
2021
Q2 		$3K Hold
10
– – ﹤0.01% 440
2021
Q1 		$3K Buy
+10
New +$2.88K ﹤0.01% 418

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Barrett Asset Management's ADSK Position: Q3 2021 in Review

Barrett Asset Management sold out of Autodesk (ADSK) in Q3 2021, closing a stake of 10 shares — an estimated $3K sold.

Barrett Asset Management first reported a position in ADSK in Q1 2021 and held it in 2 quarters. The position peaked at $3K in Q2 2021. 1,024 funds tracked by Wall St. Rank hold ADSK as of Q3 2021.

  • Barrett Asset Management reported no remaining Autodesk position as of Q3 2021 after selling out during the quarter.
  • Barrett Asset Management sold 10 Autodesk shares in Q3 2021, an estimated $3K.
  • Barrett Asset Management first reported a position in Autodesk in Q1 2021 and held it in 2 quarters.
  • Barrett Asset Management's Autodesk position peaked at $3K in Q2 2021.
  • 1,024 funds tracked by Wall St. Rank held Autodesk as of Q3 2021.

Based on Barrett Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.