Brewin Dolphin Wealth Management’s Autodesk ADSK Stock Holding History

Brewin Dolphin 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
2022 Q2	$2.71M	Buy	15,737 +843	+6%	+$162K	0.3%	43
2022 Q1	$3.19M	Buy	14,894 +8,880	+148%	+$2.05M	0.36%	47
2021 Q4	$1.69M	Buy	6,014 +5,924	+6,582%	+$1.73M	0.18%	61
2021 Q3	$25.7K	Hold	90	–	–	﹤0.01%	246
2021 Q2	$26.3K	Hold	90	–	–	﹤0.01%	246
2021 Q1	$24.9K	Hold	90	–	–	﹤0.01%	239
2020 Q4	$27.5K	Buy	+90	New	+$23.7K	﹤0.01%	208

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

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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

Brewin Dolphin Wealth Management's ADSK Position: Q2 2022 in Review

Brewin Dolphin Wealth Management increased its Autodesk (ADSK) stake by 5.7% in Q2 2022, buying an estimated $162K and bringing the position to 15,737 shares worth $2.71M. The position accounts for 0.3% of the portfolio, ranked #43.

Brewin Dolphin Wealth Management first reported a position in ADSK in Q4 2020 and has held it in 7 quarters since. The position peaked at $3.19M in Q1 2022. 1,026 funds tracked by Wall St. Rank hold ADSK as of Q2 2022.

Brewin Dolphin Wealth Management held 15,737 shares of Autodesk worth $2.71M as of Q2 2022.
Brewin Dolphin Wealth Management bought 843 Autodesk shares in Q2 2022, an estimated $162K.
Autodesk made up 0.3% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #43 holding.
Brewin Dolphin Wealth Management first reported a position in Autodesk in Q4 2020 and has held it in 7 quarters since.
Brewin Dolphin Wealth Management's Autodesk position peaked at $3.19M in Q1 2022.
1,026 funds tracked by Wall St. Rank held Autodesk as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.