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Madison Wealth Management’s Autodesk ADSK Stock Holding History

Madison Wealth Management’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 		$3.39M Buy
16,360
+357
+2% +$75K 0.71% 45
2023
Q2 		$3.27M Buy
16,003
+238
+2% +$47.6K 0.66% 49
2023
Q1 		$3.28M Sell
15,765
-216
-1% -$44.5K 0.71% 44
2022
Q4 		$2.99M Buy
15,981
+30
+0.2% +$6.02K 0.68% 49
2022
Q3 		$2.98M Buy
15,951
+940
+6% +$190K 0.73% 42
2022
Q2 		$2.58M Buy
+15,011
New +$2.89M 0.63% 50

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

Madison Wealth Management's ADSK Position: Q3 2023 in Review

Madison Wealth Management increased its Autodesk (ADSK) stake by 2.2% in Q3 2023, buying an estimated $75K and bringing the position to 16,360 shares worth $3.39M. The position accounts for 0.71% of the portfolio, ranked #45.

Madison Wealth Management first reported a position in ADSK in Q2 2022 and has held it in 6 quarters since. 1,076 funds tracked by Wall St. Rank hold ADSK as of Q3 2023.

  • Madison Wealth Management held 16,360 shares of Autodesk worth $3.39M as of Q3 2023.
  • Madison Wealth Management bought 357 Autodesk shares in Q3 2023, an estimated $75K.
  • Autodesk made up 0.71% of Madison Wealth Management's portfolio in Q3 2023, its #45 holding.
  • Madison Wealth Management first reported a position in Autodesk in Q2 2022 and has held it in 6 quarters since.
  • 1,076 funds tracked by Wall St. Rank held Autodesk as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.