AIM
ADSK icon

Advyzon Investment Management’s Autodesk ADSK Stock Holding History

Advyzon Investment 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
2025
Q1 		– Sell
-742
Closed -$219K – 285
2024
Q4 		$219K Buy
+742
New +$219K 0.08% 212

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
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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Advyzon Investment Management's ADSK Position: Q1 2025 in Review

Advyzon Investment Management sold out of Autodesk (ADSK) in Q1 2025, closing a stake of 742 shares — an estimated $219K sold.

Advyzon Investment Management first reported a position in ADSK in Q4 2024 and held it in 1 quarter. The position peaked at $219K in Q4 2024. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2025.

  • Advyzon Investment Management reported no remaining Autodesk position as of Q1 2025 after selling out during the quarter.
  • Advyzon Investment Management sold 742 Autodesk shares in Q1 2025, an estimated $219K.
  • Advyzon Investment Management first reported a position in Autodesk in Q4 2024 and held it in 1 quarter.
  • Advyzon Investment Management's Autodesk position peaked at $219K in Q4 2024.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2025.

Based on Advyzon Investment Management's 13F filing for Q1 2025, filed 9 May 2025.