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Copperwynd Financial’s Autodesk ADSK Stock Holding History

Copperwynd Financial’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
Q2 		– Sell
-2,771
Closed -$722K – 147
2024
Q1 		$722K Buy
2,771
+248
+10% +$62.8K 0.26% 78
2023
Q4 		$614K Buy
2,523
+79
+3% +$17.1K 0.24% 85
2023
Q3 		$506K Buy
2,444
+89
+4% +$18.7K 0.24% 86
2023
Q2 		$482K Buy
2,355
+25
+1% +$5K 0.22% 102
2023
Q1 		$485K Buy
2,330
+103
+5% +$21.2K 0.25% 101
2022
Q4 		$416K Sell
2,227
-275
-11% -$55.2K 0.23% 95
2022
Q3 		$467K Sell
2,502
-35
-1% -$7.07K 0.27% 81
2022
Q2 		$436K Sell
2,537
-252
-9% -$48.5K 0.26% 91
2022
Q1 		$598K Buy
2,789
+681
+32% +$157K 0.25% 89
2021
Q4 		$593K Buy
2,108
+68
+3% +$19.8K 0.23% 83
2021
Q3 		$582K Buy
2,040
+239
+13% +$73.2K 0.24% 82
2021
Q2 		$526K Buy
1,801
+299
+20% +$85.3K 0.22% 91
2021
Q1 		$416K Sell
1,502
-84
-5% -$24.2K 0.19% 104
2020
Q4 		$484K Buy
1,586
+179
+13% +$47.2K 0.23% 76
2020
Q3 		$325K Buy
1,407
+380
+37% +$90.3K 0.17% 91
2020
Q2 		$246K Buy
+1,027
New +$202K 0.14% 91

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
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
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 $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Copperwynd Financial's ADSK Position: Q2 2024 in Review

Copperwynd Financial sold out of Autodesk (ADSK) in Q2 2024, closing a stake of 2,771 shares — an estimated $722K sold.

Copperwynd Financial first reported a position in ADSK in Q2 2020 and held it in 16 quarters. The position peaked at $722K in Q1 2024. 1,164 funds tracked by Wall St. Rank hold ADSK as of Q2 2024.

  • Copperwynd Financial reported no remaining Autodesk position as of Q2 2024 after selling out during the quarter.
  • Copperwynd Financial sold 2,771 Autodesk shares in Q2 2024, an estimated $722K.
  • Copperwynd Financial first reported a position in Autodesk in Q2 2020 and held it in 16 quarters.
  • Copperwynd Financial's Autodesk position peaked at $722K in Q1 2024.
  • 1,164 funds tracked by Wall St. Rank held Autodesk as of Q2 2024.

Based on Copperwynd Financial's 13F filing for Q2 2024, filed 15 Aug 2024.