BFM
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Boston Financial Management’s Autodesk ADSK Stock Holding History

Boston Financial 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 		$549K Buy
1,858
+460
+33% +$136K 0.02% 235
2024
Q3 		$385K Hold
1,398
– – 0.01% 266
2024
Q2 		$346K Sell
1,398
-23
-2% -$5.17K 0.01% 272
2024
Q1 		$370K Buy
1,421
+103
+8% +$26.1K 0.01% 275
2023
Q4 		$321K Hold
1,318
– – 0.01% 277
2023
Q3 		$273K Buy
1,318
+46
+4% +$9.67K 0.01% 276
2023
Q2 		$260K Sell
1,272
-724
-36% -$145K 0.01% 285
2023
Q1 		$415K Sell
1,996
-1,670
-46% -$344K 0.02% 244
2022
Q4 		$685K Buy
3,666
+50
+1% +$10K 0.03% 209
2022
Q3 		$675K Sell
3,616
-4
-0.1% -$808 0.03% 199
2022
Q2 		$622K Buy
3,620
+28
+0.8% +$5.38K 0.03% 191
2022
Q1 		$770K Buy
3,592
+62
+2% +$14.3K 0.03% 181
2021
Q4 		$993K Buy
3,530
+53
+2% +$15.4K 0.04% 144
2021
Q3 		$992K Hold
3,477
– – 0.04% 139
2021
Q2 		$1.01M Buy
3,477
+2,753
+380% +$785K 0.04% 133
2021
Q1 		$201K Hold
724
– – 0.01% 229
2020
Q4 		$221K Buy
+724
New +$191K 0.01% 225
2020
Q3 		– Sell
-873
Closed -$209K – 233
2020
Q2 		$209K Sell
873
-651
-43% -$128K 0.01% 225
2020
Q1 		$238K Buy
+1,524
New +$280K 0.02% 209

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

Boston Financial Management's ADSK Position: Q4 2024 in Review

Boston Financial Management increased its Autodesk (ADSK) stake by 33% in Q4 2024, buying an estimated $136K and bringing the position to 1,858 shares worth $549K. The position accounts for 0.02% of the portfolio, ranked #235.

Boston Financial Management first reported a position in ADSK in Q1 2020 and has held it in 19 quarters since. The position peaked at $1.01M in Q2 2021. 1,302 funds tracked by Wall St. Rank hold ADSK as of Q4 2024.

  • Boston Financial Management held 1,858 shares of Autodesk worth $549K as of Q4 2024.
  • Boston Financial Management bought 460 Autodesk shares in Q4 2024, an estimated $136K.
  • Autodesk made up 0.02% of Boston Financial Management's portfolio in Q4 2024, its #235 holding.
  • Boston Financial Management first reported a position in Autodesk in Q1 2020 and has held it in 19 quarters since.
  • Boston Financial Management's Autodesk position peaked at $1.01M in Q2 2021.
  • 1,302 funds tracked by Wall St. Rank held Autodesk as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.