AFWM
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Abich Financial Wealth Management’s Autodesk ADSK Stock Holding History

Abich Financial Wealth Management’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
2024
Q1 		– Sell
-42
Closed -$10.2K – 545
2023
Q4 		$10.2K Buy
+42
New +$9.07K 0.01% 208

Other funds holding ADSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 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 $44.7B AUM 17.24% 1-Year Est. Return

Abich Financial Wealth Management's ADSK Position: Q1 2024 in Review

Abich Financial Wealth Management sold out of Autodesk (ADSK) in Q1 2024, closing a stake of 42 shares — an estimated $10.2K sold.

Abich Financial Wealth Management first reported a position in ADSK in Q4 2023 and held it in 1 quarter. The position peaked at $10.2K in Q4 2023. 1,202 funds tracked by Wall St. Rank hold ADSK as of Q1 2024.

  • Abich Financial Wealth Management reported no remaining Autodesk position as of Q1 2024 after selling out during the quarter.
  • Abich Financial Wealth Management sold 42 Autodesk shares in Q1 2024, an estimated $10.2K.
  • Abich Financial Wealth Management first reported a position in Autodesk in Q4 2023 and held it in 1 quarter.
  • Abich Financial Wealth Management's Autodesk position peaked at $10.2K in Q4 2023.
  • 1,202 funds tracked by Wall St. Rank held Autodesk as of Q1 2024.

Based on Abich Financial Wealth Management's 13F filing for Q1 2024, filed 21 Jun 2024.