Able Wealth Management’s Autodesk ADSK Stock Holding History

Able 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	-43	Closed	-$10.5K	–	98
2023 Q4	$10.5K	Buy	+43	New	+$9.29K	0.01%	274

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

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

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

Able Wealth Management's ADSK Position: Q1 2024 in Review

Able Wealth Management sold out of Autodesk (ADSK) in Q1 2024, closing a stake of 43 shares — an estimated $10.5K sold.

Able Wealth Management first reported a position in ADSK in Q4 2023 and held it in 1 quarter. The position peaked at $10.5K in Q4 2023. 1,202 funds tracked by Wall St. Rank hold ADSK as of Q1 2024.

Able Wealth Management reported no remaining Autodesk position as of Q1 2024 after selling out during the quarter.
Able Wealth Management sold 43 Autodesk shares in Q1 2024, an estimated $10.5K.
Able Wealth Management first reported a position in Autodesk in Q4 2023 and held it in 1 quarter.
Able Wealth Management's Autodesk position peaked at $10.5K in Q4 2023.
1,202 funds tracked by Wall St. Rank held Autodesk as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.