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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Buckingham Strategic Wealth's ADSK Position: Q1 2024 in Review

Buckingham Strategic Wealth sold out of Autodesk (ADSK) in Q1 2024, closing a stake of 981 shares — an estimated $239K sold.

Buckingham Strategic Wealth first reported a position in ADSK in Q1 2016 and held it in 14 quarters. The position peaked at $406K in Q2 2019. 1,204 funds tracked by Wall St. Rank hold ADSK as of Q1 2024.

  • Buckingham Strategic Wealth reported no remaining Autodesk position as of Q1 2024 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 981 Autodesk shares in Q1 2024, an estimated $239K.
  • Buckingham Strategic Wealth first reported a position in Autodesk in Q1 2016 and held it in 14 quarters.
  • Buckingham Strategic Wealth's Autodesk position peaked at $406K in Q2 2019.
  • 1,204 funds tracked by Wall St. Rank held Autodesk as of Q1 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2024, filed 9 May 2024.