BDO Wealth Advisors’s Autodesk ADSK Stock Holding History

BDO Wealth 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	$15.3K	Buy	75 +25	+50%	+$5K	﹤0.01%	632
2023 Q1	$10.4K	Hold	50	–	–	﹤0.01%	697
2022 Q4	$9.34K	Hold	50	–	–	﹤0.01%	692
2022 Q3	$9K	Hold	50	–	–	﹤0.01%	719
2022 Q2	$9K	Hold	50	–	–	﹤0.01%	694
2022 Q1	$11K	Sell	50 -21	-30%	-$4.84K	﹤0.01%	714
2021 Q4	$20K	Hold	71	–	–	﹤0.01%	618
2021 Q3	$20K	Hold	71	–	–	﹤0.01%	608
2021 Q2	$21K	Hold	71	–	–	﹤0.01%	611
2021 Q1	$20K	Buy	71 +50	+238%	+$14.4K	﹤0.01%	616
2020 Q4	$6K	Hold	21	–	–	﹤0.01%	607
2020 Q3	$5K	Hold	21	–	–	﹤0.01%	546
2020 Q2	$5K	Hold	21	–	–	﹤0.01%	554
2020 Q1	$3K	Buy	+21	New	+$3.85K	﹤0.01%	637

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

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

BDO Wealth Advisors's ADSK Position: Q2 2023 in Review

BDO Wealth Advisors increased its Autodesk (ADSK) stake by 50% in Q2 2023, buying an estimated $5K and bringing the position to 75 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

BDO Wealth Advisors first reported a position in ADSK in Q1 2020 and has held it in 14 quarters since. The position peaked at $21K in Q2 2021. 1,080 funds tracked by Wall St. Rank hold ADSK as of Q2 2023.

BDO Wealth Advisors held 75 shares of Autodesk worth $15.3K as of Q2 2023.
BDO Wealth Advisors bought 25 Autodesk shares in Q2 2023, an estimated $5K.
Autodesk made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #632 holding.
BDO Wealth Advisors first reported a position in Autodesk in Q1 2020 and has held it in 14 quarters since.
BDO Wealth Advisors's Autodesk position peaked at $21K in Q2 2021.
1,080 funds tracked by Wall St. Rank held Autodesk as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.