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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 $43.1B AUM 23.42% 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 Paris, France $367B AUM 31.23% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return