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Beck Capital Management’s Autodesk ADSK Stock Holding History

Beck Capital 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
Q3 		– Sell
-3,721
Closed -$761K – 105
2023
Q2 		$761K Sell
3,721
-360
-9% -$72K 0.3% 84
2023
Q1 		$849K Sell
4,081
-4,733
-54% -$975K 0.36% 91
2022
Q4 		$1.65M Sell
8,814
-1,068
-11% -$214K 0.69% 64
2022
Q3 		$1.85M Sell
9,882
-78
-0.8% -$15.8K 0.79% 49
2022
Q2 		$1.71M Sell
9,960
-524
-5% -$101K 0.77% 55
2022
Q1 		$2.25M Sell
10,484
-5,563
-35% -$1.28M 0.69% 57
2021
Q4 		$4.51M Sell
16,047
-321
-2% -$93.6K 1.39% 13
2021
Q3 		$4.67M Sell
16,368
-89
-0.5% -$27.2K 1.57% 11
2021
Q2 		$4.8M Buy
16,457
+20
+0.1% +$5.71K 1.62% 10
2021
Q1 		$4.55M Sell
16,437
-180
-1% -$51.9K 1.72% 17
2020
Q4 		$5.07M Sell
16,617
-675
-4% -$178K 2.11% 12
2020
Q3 		$4M Sell
17,292
-732
-4% -$174K 2.26% 10
2020
Q2 		$4.31M Buy
+18,024
New +$3.54M 2.18% 13
2020
Q1 		– Sell
-24,104
Closed -$4.42M – 64
2019
Q4 		$4.42M Buy
24,104
+2,684
+13% +$435K 2.17% 12
2019
Q3 		$3.16M Buy
21,420
+2,930
+16% +$456K 1.72% 23
2019
Q2 		$3.01M Sell
18,490
-968
-5% -$163K 1.59% 29
2019
Q1 		$3.03M Buy
+19,458
New +$2.91M 1.45% 33
2018
Q4 		– Sell
-1,290
Closed -$201K – 63
2018
Q3 		$201K Buy
+1,290
New +$182K 0.09% 98

Other funds holding ADSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Beck Capital Management's ADSK Position: Q3 2023 in Review

Beck Capital Management sold out of Autodesk (ADSK) in Q3 2023, closing a stake of 3,721 shares — an estimated $761K sold.

Beck Capital Management first reported a position in ADSK in Q3 2018 and held it in 18 quarters. The position peaked at $5.07M in Q4 2020. 1,075 funds tracked by Wall St. Rank hold ADSK as of Q3 2023.

  • Beck Capital Management reported no remaining Autodesk position as of Q3 2023 after selling out during the quarter.
  • Beck Capital Management sold 3,721 Autodesk shares in Q3 2023, an estimated $761K.
  • Beck Capital Management first reported a position in Autodesk in Q3 2018 and held it in 18 quarters.
  • Beck Capital Management's Autodesk position peaked at $5.07M in Q4 2020.
  • 1,075 funds tracked by Wall St. Rank held Autodesk as of Q3 2023.

Based on Beck Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.