MBM Wealth Consultants’s Autodesk ADSK Stock Holding History

MBM Wealth Consultants’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 Q1	–	Sell	-44	Closed	-$8K	–	277
2022 Q4	$8K	Buy	+44	New	+$8.83K	﹤0.01%	236

Other funds holding ADSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MBM Wealth Consultants's ADSK Position: Q1 2023 in Review

MBM Wealth Consultants sold out of Autodesk (ADSK) in Q1 2023, closing a stake of 44 shares — an estimated $8K sold.

MBM Wealth Consultants first reported a position in ADSK in Q4 2022 and held it in 1 quarter. The position peaked at $8K in Q4 2022. 1,090 funds tracked by Wall St. Rank hold ADSK as of Q1 2023.

MBM Wealth Consultants reported no remaining Autodesk position as of Q1 2023 after selling out during the quarter.
MBM Wealth Consultants sold 44 Autodesk shares in Q1 2023, an estimated $8K.
MBM Wealth Consultants first reported a position in Autodesk in Q4 2022 and held it in 1 quarter.
MBM Wealth Consultants's Autodesk position peaked at $8K in Q4 2022.
1,090 funds tracked by Wall St. Rank held Autodesk as of Q1 2023.

Based on MBM Wealth Consultants's 13F filing for Q1 2023, filed 31 May 2023.