Baldwin Wealth Partners’s Autodesk ADSK Stock Holding History

Baldwin Wealth 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
2024 Q4	–	Sell	-175	Closed	-$48.2K	–	246
2024 Q3	$48.2K	Buy	175 +75	+75%	+$18.9K	﹤0.01%	560
2024 Q2	$24.7K	Hold	100	–	–	﹤0.01%	437
2024 Q1	$26K	Hold	100	–	–	﹤0.01%	452
2023 Q4	$24.3K	Hold	100	–	–	﹤0.01%	476
2023 Q3	$20.7K	Hold	100	–	–	﹤0.01%	506
2023 Q2	$20.5K	Hold	100	–	–	﹤0.01%	532
2023 Q1	$20.8K	Hold	100	–	–	﹤0.01%	538
2022 Q4	$18.7K	Buy	100 +83	+488%	+$16.7K	﹤0.01%	543
2022 Q3	$3K	Sell	17 -200	-92%	-$40.4K	﹤0.01%	587
2022 Q2	$37K	Hold	217	–	–	﹤0.01%	388
2022 Q1	$47K	Buy	217 +200	+1,176%	+$46.1K	0.01%	377
2021 Q4	$5K	Hold	17	–	–	﹤0.01%	549
2021 Q3	$5K	Sell	17 -10	-37%	-$3.06K	﹤0.01%	564
2021 Q2	$8K	Hold	27	–	–	﹤0.01%	541
2021 Q1	$7K	Hold	27	–	–	﹤0.01%	532
2020 Q4	$8K	Hold	27	–	–	﹤0.01%	466
2020 Q3	$6K	Hold	27	–	–	﹤0.01%	457
2020 Q2	$6K	Hold	27	–	–	﹤0.01%	459
2020 Q1	$4K	Hold	27	–	–	﹤0.01%	477
2019 Q4	$5K	Buy	+27	New	+$4.38K	﹤0.01%	477

Other funds holding ADSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Baldwin Wealth Partners's ADSK Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Autodesk (ADSK) in Q4 2024, closing a stake of 175 shares — an estimated $48.2K sold.

Baldwin Wealth Partners first reported a position in ADSK in Q4 2019 and held it in 20 quarters. The position peaked at $48.2K in Q3 2024. 1,303 funds tracked by Wall St. Rank hold ADSK as of Q4 2024.

Baldwin Wealth Partners reported no remaining Autodesk position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 175 Autodesk shares in Q4 2024, an estimated $48.2K.
Baldwin Wealth Partners first reported a position in Autodesk in Q4 2019 and held it in 20 quarters.
Baldwin Wealth Partners's Autodesk position peaked at $48.2K in Q3 2024.
1,303 funds tracked by Wall St. Rank held Autodesk as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.