Baystate Wealth Management’s Autodesk ADSK Stock Holding History

Baystate Wealth 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
2023 Q4	$8.52K	Hold	35	–	–	﹤0.01%	764
2023 Q3	$7.24K	Sell	35 -32	-48%	-$6.72K	﹤0.01%	637
2023 Q2	$13.7K	Hold	67	–	–	﹤0.01%	517
2023 Q1	$13.9K	Buy	67 +32	+91%	+$6.59K	﹤0.01%	505
2022 Q4	$7K	Hold	35	–	–	﹤0.01%	633
2022 Q3	$7K	Hold	35	–	–	﹤0.01%	588
2022 Q2	$6K	Buy	+35	New	+$6.73K	﹤0.01%	635
2022 Q1	–	Sell	-16	Closed	-$4K	–	871
2021 Q4	$4K	Hold	16	–	–	﹤0.01%	663
2021 Q3	$5K	Buy	+16	New	+$4.9K	﹤0.01%	590
2020 Q4	–	Sell	-30	Closed	-$7K	–	670
2020 Q3	$7K	Hold	30	–	–	﹤0.01%	422
2020 Q2	$7K	Hold	30	–	–	﹤0.01%	416
2020 Q1	$5K	Hold	30	–	–	﹤0.01%	420
2019 Q4	$6K	Hold	30	–	–	﹤0.01%	432
2019 Q3	$4K	Hold	30	–	–	﹤0.01%	433
2019 Q2	$5K	Hold	30	–	–	﹤0.01%	422
2019 Q1	$5K	Hold	30	–	–	﹤0.01%	431
2018 Q4	$4K	Hold	30	–	–	﹤0.01%	446
2018 Q3	$4K	Hold	30	–	–	﹤0.01%	446
2018 Q2	$4K	Hold	30	–	–	﹤0.01%	464
2018 Q1	$4K	Hold	30	–	–	﹤0.01%	440
2017 Q4	$4K	Sell	30 -347	-92%	-$40.5K	﹤0.01%	441
2017 Q3	$39K	Buy	377 +40	+12%	+$4.41K	0.01%	209
2017 Q2	$36K	Hold	337	–	–	0.01%	207
2017 Q1	$29K	Buy	337 +30	+10%	+$2.51K	0.01%	229
2016 Q4	$24K	Buy	+307	New	+$22.6K	﹤0.01%	213

Other funds holding ADSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

Baystate Wealth Management's ADSK Position: Q4 2023 in Review

Baystate Wealth Management held its Autodesk (ADSK) position steady in Q4 2023 at 35 shares worth $8.52K. The position accounts for ﹤0.01% of the portfolio, ranked #764.

Baystate Wealth Management first reported a position in ADSK in Q4 2016 and has held it in 25 quarters since. The position peaked at $39K in Q3 2017. 1,161 funds tracked by Wall St. Rank hold ADSK as of Q4 2023.

Baystate Wealth Management held 35 shares of Autodesk worth $8.52K as of Q4 2023.
Baystate Wealth Management left its Autodesk share count unchanged in Q4 2023.
Autodesk made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #764 holding.
Baystate Wealth Management first reported a position in Autodesk in Q4 2016 and has held it in 25 quarters since.
Baystate Wealth Management's Autodesk position peaked at $39K in Q3 2017.
1,161 funds tracked by Wall St. Rank held Autodesk as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.