IWP
ADSK icon

Icon Wealth Partners’s Autodesk ADSK Stock Holding History

Icon Wealth Partners’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
Q3 		$2.97M Sell
14,376
-1,349
-9% -$283K 0.34% 62
2023
Q2 		$3.22M Sell
15,725
-4,806
-23% -$961K 0.34% 61
2023
Q1 		$4.27M Buy
+20,531
New +$4.23M 0.47% 50
2022
Q2 		$3.77M Buy
21,935
+1,440
+7% +$277K 0.45% 57
2022
Q1 		$4.39M Buy
20,495
+3,886
+23% +$895K 0.44% 60
2021
Q4 		$4.67M Buy
16,609
+433
+3% +$126K 0.47% 57
2021
Q3 		$4.61M Buy
16,176
+1,818
+13% +$556K 0.49% 50
2021
Q2 		$4.19M Buy
14,358
+1,114
+8% +$318K 0.45% 57
2021
Q1 		$3.67M Buy
13,244
+1,115
+9% +$322K 0.46% 61
2020
Q4 		$3.7M Buy
12,129
+1,890
+18% +$498K 0.59% 44
2020
Q3 		$2.37M Buy
10,239
+6,446
+170% +$1.53M 0.46% 59
2020
Q2 		$907K Buy
3,793
+671
+21% +$132K 0.22% 89
2020
Q1 		$487K Buy
3,122
+64
+2% +$11.7K 0.19% 62
2019
Q4 		$561K Buy
3,058
+203
+7% +$32.9K 0.18% 65
2019
Q3 		$422K Buy
2,855
+31
+1% +$4.82K 0.14% 79
2019
Q2 		$460K Sell
2,824
-198
-7% -$33.3K 0.16% 74
2019
Q1 		$471K Sell
3,022
-256
-8% -$38.3K 0.18% 69
2018
Q4 		$422K Sell
3,278
-18
-0.5% -$2.43K 0.2% 74
2018
Q3 		$515K Sell
3,296
-47
-1% -$6.64K 0.21% 75
2018
Q2 		$438K Sell
3,343
-264
-7% -$35K 0.18% 90
2018
Q1 		$453K Sell
3,607
-273
-7% -$32.5K 0.24% 92
2017
Q4 		$407K Buy
+3,880
New +$452K 0.2% 101

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Icon Wealth Partners's ADSK Position: Q3 2023 in Review

Icon Wealth Partners reduced its Autodesk (ADSK) stake by 8.6% in Q3 2023, selling an estimated $283K and leaving 14,376 shares worth $2.97M. The position accounts for 0.34% of the portfolio, ranked #62.

Icon Wealth Partners first reported a position in ADSK in Q4 2017 and has held it in 22 quarters since. The position peaked at $4.67M in Q4 2021. 1,075 funds tracked by Wall St. Rank hold ADSK as of Q3 2023.

  • Icon Wealth Partners held 14,376 shares of Autodesk worth $2.97M as of Q3 2023.
  • Icon Wealth Partners sold 1,349 Autodesk shares in Q3 2023, an estimated $283K.
  • Autodesk made up 0.34% of Icon Wealth Partners's portfolio in Q3 2023, its #62 holding.
  • Icon Wealth Partners first reported a position in Autodesk in Q4 2017 and has held it in 22 quarters since.
  • Icon Wealth Partners's Autodesk position peaked at $4.67M in Q4 2021.
  • 1,075 funds tracked by Wall St. Rank held Autodesk as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.