Morton Brown Family Wealth’s Autodesk ADSK Stock Holding History

Morton Brown Family Wealth’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 Q2	–	Sell	-13	Closed	-$2.71K	–	176
2023 Q1	$2.71K	Buy	+13	New	+$2.68K	﹤0.01%	176
2022 Q3	–	Sell	-1	Closed	–	–	209
2022 Q2	$0	Buy	+1	New	+$192	﹤0.01%	265

Other funds holding ADSK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Morton Brown Family Wealth's ADSK Position: Q2 2023 in Review

Morton Brown Family Wealth sold out of Autodesk (ADSK) in Q2 2023, closing a stake of 13 shares — an estimated $2.71K sold.

Morton Brown Family Wealth first reported a position in ADSK in Q2 2022 and held it in 2 quarters. The position peaked at $2.71K in Q1 2023. 1,080 funds tracked by Wall St. Rank hold ADSK as of Q2 2023.

Morton Brown Family Wealth reported no remaining Autodesk position as of Q2 2023 after selling out during the quarter.
Morton Brown Family Wealth sold 13 Autodesk shares in Q2 2023, an estimated $2.71K.
Morton Brown Family Wealth first reported a position in Autodesk in Q2 2022 and held it in 2 quarters.
Morton Brown Family Wealth's Autodesk position peaked at $2.71K in Q1 2023.
1,080 funds tracked by Wall St. Rank held Autodesk as of Q2 2023.

Based on Morton Brown Family Wealth's 13F filing for Q2 2023, filed 25 Jul 2023.