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Cohen Investment Advisors’s Autodesk ADSK Stock Holding History

Cohen Investment 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
2023
Q2 		– Sell
-8,438
Closed -$1.76M – 77
2023
Q1 		$1.76M Sell
8,438
-917
-10% -$189K 1.39% 37
2022
Q4 		$1.61M Buy
9,355
+76
+0.8% +$15.3K 1.34% 34
2022
Q3 		$1.73M Buy
9,279
+58
+0.6% +$11.7K 1.59% 30
2022
Q2 		$1.58M Buy
9,221
+333
+4% +$64K 1.36% 34
2022
Q1 		$1.91M Buy
8,888
+73
+0.8% +$16.8K 1.42% 37
2021
Q4 		$2.48M Buy
8,815
+347
+4% +$101K 1.77% 24
2021
Q3 		$2.42M Buy
+8,468
New +$2.59M 1.85% 23

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Cohen Investment Advisors's ADSK Position: Q2 2023 in Review

Cohen Investment Advisors sold out of Autodesk (ADSK) in Q2 2023, closing a stake of 8,438 shares — an estimated $1.76M sold.

Cohen Investment Advisors first reported a position in ADSK in Q3 2021 and held it in 7 quarters. The position peaked at $2.48M in Q4 2021. 1,080 funds tracked by Wall St. Rank hold ADSK as of Q2 2023.

  • Cohen Investment Advisors reported no remaining Autodesk position as of Q2 2023 after selling out during the quarter.
  • Cohen Investment Advisors sold 8,438 Autodesk shares in Q2 2023, an estimated $1.76M.
  • Cohen Investment Advisors first reported a position in Autodesk in Q3 2021 and held it in 7 quarters.
  • Cohen Investment Advisors's Autodesk position peaked at $2.48M in Q4 2021.
  • 1,080 funds tracked by Wall St. Rank held Autodesk as of Q2 2023.

Based on Cohen Investment Advisors's 13F filing for Q2 2023, filed 18 Jul 2023.