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Halpern Financial’s Autodesk ADSK Stock Holding History

Halpern 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
2022
Q2 		– Sell
-65
Closed -$13.9K – 318
2022
Q1 		$13.9K Sell
65
-17
-21% -$3.92K 0.01% 158
2021
Q4 		$23.1K Buy
82
+65
+382% +$18.9K 0.01% 126
2021
Q3 		$4.85K Hold
17
– – ﹤0.01% 213
2021
Q2 		$4.96K Hold
17
– – ﹤0.01% 182
2021
Q1 		$4.71K Hold
17
– – ﹤0.01% 186
2020
Q4 		$5.19K Hold
17
– – ﹤0.01% 164
2020
Q3 		$3.93K Buy
+17
New +$4.04K ﹤0.01% 167

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 $3.37T AUM 44.26% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Halpern Financial's ADSK Position: Q2 2022 in Review

Halpern Financial sold out of Autodesk (ADSK) in Q2 2022, closing a stake of 65 shares — an estimated $13.9K sold.

Halpern Financial first reported a position in ADSK in Q3 2020 and held it in 7 quarters. The position peaked at $23.1K in Q4 2021. 1,026 funds tracked by Wall St. Rank hold ADSK as of Q2 2022.

  • Halpern Financial reported no remaining Autodesk position as of Q2 2022 after selling out during the quarter.
  • Halpern Financial sold 65 Autodesk shares in Q2 2022, an estimated $13.9K.
  • Halpern Financial first reported a position in Autodesk in Q3 2020 and held it in 7 quarters.
  • Halpern Financial's Autodesk position peaked at $23.1K in Q4 2021.
  • 1,026 funds tracked by Wall St. Rank held Autodesk as of Q2 2022.

Based on Halpern Financial's 13F filing for Q2 2022, filed 21 Sep 2023.