Asset Planning Inc’s Autodesk ADSK Stock Holding History

Asset Planning Inc’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	-15	Closed	-$4.43K	–	303
2024 Q4	$4.43K	Buy	+15	New	+$4.43K	﹤0.01%	269

Other funds holding ADSK

BlackRock New York $5.72T 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 Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

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

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Asset Planning Inc's ADSK Position: Q1 2025 in Review

Asset Planning Inc sold out of Autodesk (ADSK) in Q1 2025, closing a stake of 15 shares — an estimated $4.43K sold.

Asset Planning Inc first reported a position in ADSK in Q4 2024 and held it in 1 quarter. The position peaked at $4.43K in Q4 2024. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2025.

Asset Planning Inc reported no remaining Autodesk position as of Q1 2025 after selling out during the quarter.
Asset Planning Inc sold 15 Autodesk shares in Q1 2025, an estimated $4.43K.
Asset Planning Inc first reported a position in Autodesk in Q4 2024 and held it in 1 quarter.
Asset Planning Inc's Autodesk position peaked at $4.43K in Q4 2024.
1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2025.

Based on Asset Planning Inc's 13F filing for Q1 2025, filed 8 May 2025.