Americana Partners’s Autodesk ADSK Stock Holding History

Americana Partners’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	-776	Closed	-$229K	–	374
2024 Q4	$229K	Sell	776 -17	-2%	-$5.02K	0.01%	363
2024 Q3	$218K	Sell	793 -1,019	-56%	-$257K	0.01%	345
2024 Q2	$448K	Sell	1,812 -982	-35%	-$221K	0.04%	240
2024 Q1	$728K	Buy	2,794 +203	+8%	+$51.4K	0.06%	197
2023 Q4	$629K	Sell	2,591 -1,108	-30%	-$239K	0.06%	188
2023 Q3	$782K	Buy	3,699 +2,003	+118%	+$421K	0.08%	171
2023 Q2	$347K	Sell	1,696 -208	-11%	-$41.6K	0.04%	220
2023 Q1	$396K	Sell	1,904 -1,482	-44%	-$305K	0.06%	197
2022 Q4	$633K	Buy	3,386 +2,109	+165%	+$423K	0.11%	144
2022 Q3	$226K	Buy	1,277 +34	+3%	+$6.87K	0.04%	215
2022 Q2	$208K	Sell	1,243 -1,339	-52%	-$257K	0.04%	227
2022 Q1	$544K	Buy	+2,582	New	+$595K	0.17%	119
2021 Q4	–	Sell	-1,213	Closed	-$345K	–	257
2021 Q3	$345K	Buy	+1,213	New	+$371K	0.08%	172
2020 Q1	–	Sell	-199	Closed	-$36K	–	114
2019 Q4	$36K	Buy	+199	New	+$32.2K	0.02%	271

Other funds holding ADSK

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 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 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 Paris, France $367B AUM 31.23% 1-Year Est. Return