CP
ADSK icon

Castleview Partners’s Autodesk ADSK Stock Holding History

Castleview 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
Q3 		– Sell
-24
Closed -$5.94K – 553
2024
Q2 		$5.94K Sell
24
-1,585
-99% -$356K ﹤0.01% 604
2024
Q1 		$419K Buy
1,609
+2
+0.1% +$506 0.23% 101
2023
Q4 		$391K Buy
1,607
+72
+5% +$15.5K 0.27% 83
2023
Q3 		$318K Buy
1,535
+18
+1% +$3.78K 0.29% 79
2023
Q2 		$310K Sell
1,517
-540
-26% -$108K 0.28% 81
2023
Q1 		$428K Buy
+2,057
New +$424K 0.38% 62
2022
Q4 		– Sell
-1,950
Closed -$364K – 637
2022
Q3 		$364K Buy
1,950
+987
+102% +$199K 0.35% 66
2022
Q2 		$202K Sell
963
-1,006
-51% -$193K 0.16% 138
2022
Q1 		$422K Sell
1,969
-892,496
-100% -$206M 0.26% 78
2021
Q4 		$3.18K Buy
+894,465
New +$261M 0.03% 217
2021
Q2 		$657K Buy
+2,252
New +$642K 0.29% 74

Other funds holding ADSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return