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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

BerganKDV Wealth Management's ADSK Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Autodesk (ADSK) stake by 6.6% in Q2 2023, selling an estimated $3.6K and leaving 256 shares worth $52.4K. The position accounts for 0.01% of the portfolio, ranked #366.

BerganKDV Wealth Management first reported a position in ADSK in Q2 2018 and has held it in 21 quarters since. The position peaked at $116K in Q3 2021. 1,081 funds tracked by Wall St. Rank hold ADSK as of Q2 2023.

BerganKDV Wealth Management held 256 shares of Autodesk worth $52.4K as of Q2 2023.
BerganKDV Wealth Management sold 18 Autodesk shares in Q2 2023, an estimated $3.6K.
Autodesk made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #366 holding.
BerganKDV Wealth Management first reported a position in Autodesk in Q2 2018 and has held it in 21 quarters since.
BerganKDV Wealth Management's Autodesk position peaked at $116K in Q3 2021.
1,081 funds tracked by Wall St. Rank held Autodesk as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.