AWM
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Avitas Wealth Management’s Autodesk ADSK Stock Holding History

Avitas 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
Q4 		$1.65M Sell
5,576
-1
-0% -$295 0.23% 102
2024
Q3 		$1.54M Buy
5,577
+42
+0.8% +$10.6K 0.22% 111
2024
Q2 		$1.37M Buy
5,535
+1,352
+32% +$304K 0.2% 115
2024
Q1 		$1.09M Sell
4,183
-33
-0.8% -$8.35K 0.17% 137
2023
Q4 		$1.03M Buy
4,216
+73
+2% +$15.8K 0.17% 131
2023
Q3 		$857K Sell
4,143
-82
-2% -$17.2K 0.16% 133
2023
Q2 		$864K Buy
4,225
+1
+0% +$200 0.16% 134
2023
Q1 		$879K Sell
4,224
-11
-0.3% -$2.27K 0.17% 133
2022
Q4 		$791K Buy
4,235
+44
+1% +$8.83K 0.17% 121
2022
Q3 		$783K Buy
+4,191
New +$847K 0.18% 123
2022
Q2 		– Sell
-1,611
Closed -$345K – 193
2022
Q1 		$345K Sell
1,611
-4,473
-74% -$1.03M 0.06% 172
2021
Q4 		$1.71M Buy
+6,084
New +$1.77M 0.29% 101
2021
Q2 		– Sell
-12,792
Closed -$3.54M – 197
2021
Q1 		$3.54M Buy
12,792
+2,358
+23% +$680K 0.69% 47
2020
Q4 		$3.19M Buy
10,434
+1,468
+16% +$387K 0.65% 51
2020
Q3 		$2.07M Sell
8,966
-20
-0.2% -$4.75K 0.58% 59
2020
Q2 		$2.15M Sell
8,986
-341
-4% -$67K 0.71% 54
2020
Q1 		$1.46M Sell
9,327
-9,636
-51% -$1.77M 0.66% 58
2019
Q4 		$3.48M Buy
18,963
+6,249
+49% +$1.01M 0.89% 41
2019
Q3 		$1.88M Buy
12,714
+174
+1% +$27.1K 0.52% 85
2019
Q2 		$2.04M Sell
12,540
-53
-0.4% -$8.91K 0.57% 82
2019
Q1 		$1.96M Buy
12,593
+107
+0.9% +$16K 0.57% 78
2018
Q4 		$1.61M Buy
+12,486
New +$1.69M 0.53% 82

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Avitas Wealth Management's ADSK Position: Q4 2024 in Review

Avitas Wealth Management reduced its Autodesk (ADSK) stake by 0.02% in Q4 2024, selling an estimated $295 and leaving 5,576 shares worth $1.65M. The position accounts for 0.23% of the portfolio, ranked #102.

Avitas Wealth Management first reported a position in ADSK in Q4 2018 and has held it in 22 quarters since. The position peaked at $3.54M in Q1 2021. 1,301 funds tracked by Wall St. Rank hold ADSK as of Q4 2024.

  • Avitas Wealth Management held 5,576 shares of Autodesk worth $1.65M as of Q4 2024.
  • Avitas Wealth Management sold 1 Autodesk share in Q4 2024, an estimated $295.
  • Autodesk made up 0.23% of Avitas Wealth Management's portfolio in Q4 2024, its #102 holding.
  • Avitas Wealth Management first reported a position in Autodesk in Q4 2018 and has held it in 22 quarters since.
  • Avitas Wealth Management's Autodesk position peaked at $3.54M in Q1 2021.
  • 1,301 funds tracked by Wall St. Rank held Autodesk as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.