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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 Buy
+1,969
New +$454K 0.26% 78
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Castleview Partners's ADSK Position: Q3 2024 in Review

Castleview Partners sold out of Autodesk (ADSK) in Q3 2024, closing a stake of 24 shares — an estimated $5.94K sold.

Castleview Partners first reported a position in ADSK in Q2 2021 and held it in 10 quarters. The position peaked at $657K in Q2 2021. 1,197 funds tracked by Wall St. Rank hold ADSK as of Q3 2024.

  • Castleview Partners reported no remaining Autodesk position as of Q3 2024 after selling out during the quarter.
  • Castleview Partners sold 24 Autodesk shares in Q3 2024, an estimated $5.94K.
  • Castleview Partners first reported a position in Autodesk in Q2 2021 and held it in 10 quarters.
  • Castleview Partners's Autodesk position peaked at $657K in Q2 2021.
  • 1,197 funds tracked by Wall St. Rank held Autodesk as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.