Stonebridge Capital Advisors’s Autodesk ADSK Stock Holding History

Stonebridge Capital Advisors’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	-221	Closed	-$45.7K	–	226
2023 Q3	$45.7K	Hold	221	–	–	0.01%	375
2023 Q2	$45.2K	Buy	221 +52	+31%	+$10.4K	﹤0.01%	379
2023 Q1	$35.2K	Sell	169 -214	-56%	-$44.1K	﹤0.01%	416
2022 Q4	$71.6K	Buy	383 +2	+0.5%	+$401	0.01%	318
2022 Q3	$71K	Buy	381 +5	+1%	+$1.01K	0.01%	299
2022 Q2	$65K	Hold	376	–	–	0.01%	325
2022 Q1	$81K	Hold	376	–	–	0.01%	315
2021 Q4	$106K	Hold	376	–	–	0.01%	262
2021 Q3	$107K	Sell	376 -357	-49%	-$109K	0.01%	251
2021 Q2	$209K	Buy	733 +376	+105%	+$107K	0.01%	253
2021 Q1	$99K	Buy	+357	New	+$103K	0.01%	259
2020 Q3	–	Sell	-357	Closed	-$85K	–	191
2020 Q2	$85K	Hold	357	–	–	0.02%	233
2020 Q1	$56K	Sell	357 -17	-5%	-$3.12K	0.01%	251
2019 Q4	$69K	Buy	374 +17	+5%	+$2.75K	0.01%	279
2019 Q3	$53K	Hold	357	–	–	0.01%	309
2019 Q2	$58K	Buy	+357	New	+$60K	0.01%	301

Other funds holding ADSK

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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