BAIA
ADSK icon

Bel Air Investment Advisors’s Autodesk ADSK Stock Holding History

Bel Air Investment 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
2021
Q2 		$880K Buy
3,014
+2,106
+232% +$601K 0.03% 191
2021
Q1 		$252K Buy
+908
New +$262K 0.01% 355

Other funds holding ADSK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bel Air Investment Advisors's ADSK Position: Q2 2021 in Review

Bel Air Investment Advisors increased its Autodesk (ADSK) stake by 232% in Q2 2021, buying an estimated $601K and bringing the position to 3,014 shares worth $880K. The position accounts for 0.03% of the portfolio, ranked #191.

Bel Air Investment Advisors first reported a position in ADSK in Q1 2021 and has held it in 2 quarters since. 1,012 funds tracked by Wall St. Rank hold ADSK as of Q2 2021.

  • Bel Air Investment Advisors held 3,014 shares of Autodesk worth $880K as of Q2 2021.
  • Bel Air Investment Advisors bought 2,106 Autodesk shares in Q2 2021, an estimated $601K.
  • Autodesk made up 0.03% of Bel Air Investment Advisors's portfolio in Q2 2021, its #191 holding.
  • Bel Air Investment Advisors first reported a position in Autodesk in Q1 2021 and has held it in 2 quarters since.
  • 1,012 funds tracked by Wall St. Rank held Autodesk as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.