Berman Capital Advisors’s Autodesk ADSK Stock Holding History

Berman Capital 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 Q3	$580K	Buy	2,040 +896	+78%	+$274K	0.09%	117
2021 Q2	$333K	Buy	1,144 +511	+81%	+$146K	0.05%	166
2021 Q1	$175K	Buy	633 +142	+29%	+$41K	0.04%	204
2020 Q4	$149K	Buy	491 +22	+5%	+$5.8K	0.04%	200
2020 Q3	$108K	Sell	469 -1	-0.2%	-$238	0.03%	219
2020 Q2	$112K	Buy	470 +46	+11%	+$9.04K	0.03%	211
2020 Q1	$66K	Buy	424 +28	+7%	+$5.14K	0.02%	247
2019 Q4	$72K	Buy	396 +23	+6%	+$3.73K	0.02%	263
2019 Q3	$55K	Sell	373 -4	-1%	-$622	0.02%	286
2019 Q2	$61K	Buy	377 +57	+18%	+$9.58K	0.02%	271
2019 Q1	$49K	Buy	320 +82	+34%	+$12.3K	0.02%	271
2018 Q4	$30K	Buy	+238	New	+$32.1K	0.01%	314

Other funds holding ADSK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Berman Capital Advisors's ADSK Position: Q3 2021 in Review

Berman Capital Advisors increased its Autodesk (ADSK) stake by 78% in Q3 2021, buying an estimated $274K and bringing the position to 2,040 shares worth $580K. The position accounts for 0.09% of the portfolio, ranked #117.

Berman Capital Advisors first reported a position in ADSK in Q4 2018 and has held it in 12 quarters since. 1,022 funds tracked by Wall St. Rank hold ADSK as of Q3 2021.

Berman Capital Advisors held 2,040 shares of Autodesk worth $580K as of Q3 2021.
Berman Capital Advisors bought 896 Autodesk shares in Q3 2021, an estimated $274K.
Autodesk made up 0.09% of Berman Capital Advisors's portfolio in Q3 2021, its #117 holding.
Berman Capital Advisors first reported a position in Autodesk in Q4 2018 and has held it in 12 quarters since.
1,022 funds tracked by Wall St. Rank held Autodesk as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.