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Patten & Patten’s Autodesk ADSK Stock Holding History

Patten & Patten’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
Q4 		– Sell
-1,654
Closed -$342K – 287
2023
Q3 		$342K Sell
1,654
-250
-13% -$52.5K 0.03% 220
2023
Q2 		$390K Sell
1,904
-50
-3% -$10K 0.03% 211
2023
Q1 		$407K Hold
1,954
– – 0.04% 204
2022
Q4 		$365K Hold
1,954
– – 0.03% 208
2022
Q3 		$365K Hold
1,954
– – 0.03% 213
2022
Q2 		$336K Hold
1,954
– – 0.03% 219
2022
Q1 		$419K Hold
1,954
– – 0.03% 219
2021
Q4 		$549K Sell
1,954
-75
-4% -$21.9K 0.04% 200
2021
Q3 		$579K Sell
2,029
-85
-4% -$26K 0.04% 189
2021
Q2 		$617K Hold
2,114
– – 0.05% 190
2021
Q1 		$586K Sell
2,114
-75
-3% -$21.6K 0.05% 183
2020
Q4 		$668K Buy
2,189
+300
+16% +$79.1K 0.06% 170
2020
Q3 		$436K Hold
1,889
– – 0.04% 188
2020
Q2 		$452K Hold
1,889
– – 0.05% 176
2020
Q1 		$295K Hold
1,889
– – 0.04% 195
2019
Q4 		$347K Hold
1,889
– – 0.03% 199
2019
Q3 		$279K Buy
1,889
+300
+19% +$46.7K 0.03% 211
2019
Q2 		$259K Hold
1,589
– – 0.03% 217
2019
Q1 		$248K Hold
1,589
– – 0.03% 212
2018
Q4 		$204K Hold
1,589
– – 0.03% 217
2018
Q3 		$248K Hold
1,589
– – 0.02% 219
2018
Q2 		$208K Buy
+1,589
New +$211K 0.02% 230

Other funds holding ADSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return