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Burleson & Co’s Autodesk ADSK Stock Holding History

Burleson & Co’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
Q4 		$26.5K Hold
142
– – 0.01% 215
2022
Q3 		$27K Hold
142
– – 0.01% 230
2022
Q2 		$24K Hold
142
– – 0.01% 223
2022
Q1 		$30K Sell
142
-91
-39% -$21K ﹤0.01% 214
2021
Q4 		$66K Hold
233
– – 0.01% 181
2021
Q3 		$66K Hold
233
– – 0.01% 178
2021
Q2 		$68K Hold
233
– – 0.01% 177
2021
Q1 		$65K Buy
+233
New +$67.2K 0.01% 170

Other funds holding ADSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Burleson & Co's ADSK Position: Q4 2022 in Review

Burleson & Co held its Autodesk (ADSK) position steady in Q4 2022 at 142 shares worth $26.5K. The position accounts for 0.01% of the portfolio, ranked #215.

Burleson & Co first reported a position in ADSK in Q1 2021 and has held it in 8 quarters since. The position peaked at $68K in Q2 2021. 1,093 funds tracked by Wall St. Rank hold ADSK as of Q4 2022.

  • Burleson & Co held 142 shares of Autodesk worth $26.5K as of Q4 2022.
  • Burleson & Co left its Autodesk share count unchanged in Q4 2022.
  • Autodesk made up 0.01% of Burleson & Co's portfolio in Q4 2022, its #215 holding.
  • Burleson & Co first reported a position in Autodesk in Q1 2021 and has held it in 8 quarters since.
  • Burleson & Co's Autodesk position peaked at $68K in Q2 2021.
  • 1,093 funds tracked by Wall St. Rank held Autodesk as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.