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Concourse Financial Group Securities’s Autodesk ADSK Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-672
Closed -$203K – 30
2024
Q4 		$203K Sell
672
-38
-5% -$11.2K 0.01% 719
2024
Q3 		$196K Buy
710
+12
+2% +$3.02K 0.01% 722
2024
Q2 		$173K Buy
698
+135
+24% +$30.3K 0.01% 736
2024
Q1 		$147K Sell
563
-133
-19% -$33.7K 0.01% 791
2023
Q4 		$169K Buy
696
+164
+31% +$35.4K 0.01% 708
2023
Q3 		$110K Buy
532
+21
+4% +$4.41K 0.01% 831
2023
Q2 		$105K Sell
511
-163
-24% -$32.6K 0.01% 864
2023
Q1 		$140K Buy
674
+42
+7% +$8.65K 0.01% 759
2022
Q4 		$118K Buy
632
+10
+2% +$2.01K 0.01% 779
2022
Q3 		$116K Buy
622
+63
+11% +$12.7K 0.01% 677
2022
Q2 		$96K Sell
559
-158
-22% -$30.4K 0.01% 825
2022
Q1 		$154K Sell
717
-2,541
-78% -$585K 0.01% 722
2021
Q4 		$916K Buy
3,258
+586
+22% +$171K 0.05% 350
2021
Q3 		$762K Buy
2,672
+280
+12% +$85.7K 0.05% 384
2021
Q2 		$698K Buy
2,392
+137
+6% +$39.1K 0.04% 393
2021
Q1 		$625K Buy
2,255
+91
+4% +$26.2K 0.04% 377
2020
Q4 		$661K Sell
2,164
-763
-26% -$201K 0.05% 328
2020
Q3 		$676K Buy
2,927
+240
+9% +$57K 0.06% 275
2020
Q2 		$643K Buy
2,687
+776
+41% +$153K 0.06% 251
2020
Q1 		$298K Buy
+1,911
New +$351K 0.03% 366
2019
Q3 		– Sell
-47
Closed -$7.31K – 1739
2019
Q2 		$8K Sell
47
-146
-76% -$24.5K ﹤0.01% 1548
2019
Q1 		$30K Buy
193
+47
+32% +$7.03K ﹤0.01% 1077
2018
Q4 		$18K Buy
146
+39
+36% +$5.27K ﹤0.01% 1192
2018
Q3 		$17K Buy
+107
New +$15.1K ﹤0.01% 907

Other funds holding ADSK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Concourse Financial Group Securities's ADSK Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Autodesk (ADSK) in Q1 2025, closing a stake of 672 shares — an estimated $203K sold.

Concourse Financial Group Securities first reported a position in ADSK in Q3 2018 and held it in 24 quarters. The position peaked at $916K in Q4 2021. 1,312 funds tracked by Wall St. Rank hold ADSK as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Autodesk position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 672 Autodesk shares in Q1 2025, an estimated $203K.
  • Concourse Financial Group Securities first reported a position in Autodesk in Q3 2018 and held it in 24 quarters.
  • Concourse Financial Group Securities's Autodesk position peaked at $916K in Q4 2021.
  • 1,312 funds tracked by Wall St. Rank held Autodesk as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.