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Independent Franchise Partners’s Autodesk ADSK Stock Holding History

Independent Franchise 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
2021
Q2 		– Sell
-74,871
Closed -$20.8M – 25
2021
Q1 		$20.8M Sell
74,871
-545,382
-88% -$157M 0.17% 24
2020
Q4 		$189M Buy
620,253
+7,960
+1% +$2.1M 1.63% 22
2020
Q3 		$141M Sell
612,293
-14,908
-2% -$3.54M 1.4% 21
2020
Q2 		$150M Buy
627,201
+412,001
+191% +$81M 1.52% 21
2020
Q1 		$33.6M Buy
+215,200
New +$39.5M 0.41% 26

Other funds holding ADSK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Independent Franchise Partners's ADSK Position: Q2 2021 in Review

Independent Franchise Partners sold out of Autodesk (ADSK) in Q2 2021, closing a stake of 74,871 shares — an estimated $20.8M sold.

Independent Franchise Partners first reported a position in ADSK in Q1 2020 and held it in 5 quarters. The position peaked at $189M in Q4 2020. 1,012 funds tracked by Wall St. Rank hold ADSK as of Q2 2021.

  • Independent Franchise Partners reported no remaining Autodesk position as of Q2 2021 after selling out during the quarter.
  • Independent Franchise Partners sold 74,871 Autodesk shares in Q2 2021, an estimated $20.8M.
  • Independent Franchise Partners first reported a position in Autodesk in Q1 2020 and held it in 5 quarters.
  • Independent Franchise Partners's Autodesk position peaked at $189M in Q4 2020.
  • 1,012 funds tracked by Wall St. Rank held Autodesk as of Q2 2021.

Based on Independent Franchise Partners's 13F filing for Q2 2021, filed 13 Aug 2021.