BerganKDV Wealth Management’s Autodesk ADSK Stock Holding History

BerganKDV 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 Q2	$52.4K	Sell	256 -18	-7%	-$3.6K	0.01%	366
2023 Q1	$57K	Hold	274	–	–	0.01%	378
2022 Q4	$51.2K	Sell	274 -2	-0.7%	-$401	0.01%	376
2022 Q3	$52K	Sell	276 -128	-32%	-$25.9K	0.01%	367
2022 Q2	$69K	Sell	404 -2	-0.5%	-$385	0.01%	347
2022 Q1	$87K	Hold	406	–	–	0.01%	323
2021 Q4	$114K	Hold	406	–	–	0.01%	317
2021 Q3	$116K	Buy	406 +86	+27%	+$26.3K	0.01%	305
2021 Q2	$93K	Hold	320	–	–	0.01%	318
2021 Q1	$89K	Sell	320 -43	-12%	-$12.4K	0.01%	306
2020 Q4	$111K	Buy	363 +42	+13%	+$11.1K	0.02%	266
2020 Q3	$74K	Hold	321	–	–	0.01%	293
2020 Q2	$77K	Sell	321 -1	-0.3%	-$197	0.01%	300
2020 Q1	$50K	Buy	322 +13	+4%	+$2.39K	0.01%	318
2019 Q4	$57K	Buy	309 +28	+10%	+$4.54K	0.01%	331
2019 Q3	$42K	Hold	281	–	–	0.01%	348
2019 Q2	$46K	Hold	281	–	–	0.01%	337
2019 Q1	$44K	Hold	281	–	–	0.01%	356
2018 Q4	$36K	Hold	281	–	–	0.01%	335
2018 Q3	$44K	Hold	281	–	–	0.01%	335
2018 Q2	$37K	Buy	+281	New	+$37.2K	0.01%	355

Other funds holding ADSK

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return