Buckingham Strategic Wealth’s Autodesk ADSK Stock Holding History

Buckingham Strategic Wealth’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
2024 Q1	–	Sell	-981	Closed	-$239K	–	764
2023 Q4	$239K	Buy	981 +11	+1%	+$2.38K	﹤0.01%	639
2023 Q3	$201K	Buy	+970	New	+$204K	﹤0.01%	632
2022 Q2	–	Sell	-957	Closed	-$205K	–	612
2022 Q1	$205K	Buy	957 +50	+6%	+$11.5K	﹤0.01%	563
2021 Q4	$255K	Sell	907 -12	-1%	-$3.5K	﹤0.01%	514
2021 Q3	$262K	Buy	919 +48	+6%	+$14.7K	0.01%	492
2021 Q2	$254K	Buy	+871	New	+$248K	0.01%	500
2021 Q1	–	Sell	-796	Closed	-$243K	–	543
2020 Q4	$243K	Buy	+796	New	+$210K	0.01%	462
2020 Q2	–	Sell	-1,317	Closed	-$206K	–	408
2020 Q1	$206K	Sell	1,317 -543	-29%	-$99.7K	0.02%	419
2019 Q4	$341K	Sell	1,860 -3	-0.2%	-$486	0.03%	327
2019 Q3	$275K	Sell	1,863 -630	-25%	-$98K	0.03%	338
2019 Q2	$406K	Sell	2,493 -34	-1%	-$5.72K	0.04%	279
2019 Q1	$394K	Buy	2,527 +666	+36%	+$99.6K	0.05%	267
2018 Q4	$239K	Buy	+1,861	New	+$251K	0.04%	302
2016 Q2	–	Sell	-4,022	Closed	-$235K	–	247
2016 Q1	$235K	Buy	+4,022	New	+$210K	0.08%	192

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Loomis, Sayles & Company

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

Fidelity Investments

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

Polen Capital Management

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 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 $43.1B AUM 23.42% 1-Year Est. Return