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Princeton Portfolio Strategies Group’s Autodesk ADSK Stock Holding History

Princeton Portfolio Strategies Group’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 		$1.45M Sell
4,968
-67
-1% -$19.1K 0.28% 74
2021
Q1 		$1.4M Buy
5,035
+295
+6% +$85.1K 0.27% 84
2020
Q4 		$1.45M Sell
4,740
-200
-4% -$52.7K 0.29% 81
2020
Q3 		$1.14M Buy
4,940
+489
+11% +$116K 0.25% 83
2020
Q2 		$1.06M Buy
+4,451
New +$875K 0.25% 80

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

Princeton Portfolio Strategies Group's ADSK Position: Q2 2021 in Review

Princeton Portfolio Strategies Group reduced its Autodesk (ADSK) stake by 1.3% in Q2 2021, selling an estimated $19.1K and leaving 4,968 shares worth $1.45M. The position accounts for 0.28% of the portfolio, ranked #74.

Princeton Portfolio Strategies Group first reported a position in ADSK in Q2 2020 and has held it in 5 quarters since. 1,012 funds tracked by Wall St. Rank hold ADSK as of Q2 2021.

  • Princeton Portfolio Strategies Group held 4,968 shares of Autodesk worth $1.45M as of Q2 2021.
  • Princeton Portfolio Strategies Group sold 67 Autodesk shares in Q2 2021, an estimated $19.1K.
  • Autodesk made up 0.28% of Princeton Portfolio Strategies Group's portfolio in Q2 2021, its #74 holding.
  • Princeton Portfolio Strategies Group first reported a position in Autodesk in Q2 2020 and has held it in 5 quarters since.
  • 1,012 funds tracked by Wall St. Rank held Autodesk as of Q2 2021.

Based on Princeton Portfolio Strategies Group's 13F filing for Q2 2021, filed 2 Aug 2021.