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Benchmark Investment Advisors’s Autodesk ADSK Stock Holding History

Benchmark 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
2023
Q4 		– Sell
-2,220
Closed -$459K – 85
2023
Q3 		$459K Sell
2,220
-24
-1% -$5.04K 0.46% 55
2023
Q2 		$459K Hold
2,244
– – 0.42% 59
2023
Q1 		$467K Sell
2,244
-10
-0.4% -$2.06K 0.48% 55
2022
Q4 		$421K Sell
2,254
-60
-3% -$12K 0.45% 65
2022
Q3 		$432K Sell
2,314
-20
-0.9% -$4.04K 0.47% 59
2022
Q2 		$401K Sell
2,334
-436
-16% -$83.8K 0.42% 69
2022
Q1 		$594K Buy
+2,770
New +$638K 0.45% 59

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Benchmark Investment Advisors's ADSK Position: Q4 2023 in Review

Benchmark Investment Advisors sold out of Autodesk (ADSK) in Q4 2023, closing a stake of 2,220 shares — an estimated $459K sold.

Benchmark Investment Advisors first reported a position in ADSK in Q1 2022 and held it in 7 quarters. The position peaked at $594K in Q1 2022. 1,162 funds tracked by Wall St. Rank hold ADSK as of Q4 2023.

  • Benchmark Investment Advisors reported no remaining Autodesk position as of Q4 2023 after selling out during the quarter.
  • Benchmark Investment Advisors sold 2,220 Autodesk shares in Q4 2023, an estimated $459K.
  • Benchmark Investment Advisors first reported a position in Autodesk in Q1 2022 and held it in 7 quarters.
  • Benchmark Investment Advisors's Autodesk position peaked at $594K in Q1 2022.
  • 1,162 funds tracked by Wall St. Rank held Autodesk as of Q4 2023.

Based on Benchmark Investment Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.