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Cassady Schiller Wealth Management’s Autodesk ADSK Stock Holding History

Cassady Schiller 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 		$13.6K Buy
46
+16
+53% +$4.73K 0.01% 318
2024
Q3 		$8.26K Hold
30
– – ﹤0.01% 328
2024
Q2 		$7.42K Hold
30
– – ﹤0.01% 330
2024
Q1 		$7.81K Hold
30
– – ﹤0.01% 348
2023
Q4 		$7.3K Hold
30
– – ﹤0.01% 343
2023
Q3 		$6.21K Hold
30
– – ﹤0.01% 359
2023
Q2 		$6.14K Hold
30
– – ﹤0.01% 370
2023
Q1 		$6.25K Hold
30
– – ﹤0.01% 345
2022
Q4 		$5.61K Buy
+30
New +$6.02K ﹤0.01% 359
2022
Q1 		– Sell
-3
Closed -$1K – 119
2021
Q4 		$1K Buy
+3
New +$874 ﹤0.01% 419

Other funds holding ADSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 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 $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Cassady Schiller Wealth Management's ADSK Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Autodesk (ADSK) stake by 53% in Q4 2024, buying an estimated $4.73K and bringing the position to 46 shares worth $13.6K. The position accounts for 0.01% of the portfolio, ranked #318.

Cassady Schiller Wealth Management first reported a position in ADSK in Q4 2021 and has held it in 10 quarters since. 1,303 funds tracked by Wall St. Rank hold ADSK as of Q4 2024.

  • Cassady Schiller Wealth Management held 46 shares of Autodesk worth $13.6K as of Q4 2024.
  • Cassady Schiller Wealth Management bought 16 Autodesk shares in Q4 2024, an estimated $4.73K.
  • Autodesk made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #318 holding.
  • Cassady Schiller Wealth Management first reported a position in Autodesk in Q4 2021 and has held it in 10 quarters since.
  • 1,303 funds tracked by Wall St. Rank held Autodesk as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.