Connecticut Wealth Management’s Autodesk ADSK Stock Holding History

Connecticut 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 Q2	–	Sell	-1,458	Closed	-$380K	–	324
2024 Q1	$380K	Buy	1,458 +21	+1%	+$5.31K	0.02%	247
2023 Q4	$350K	Buy	1,437 +82	+6%	+$17.7K	0.02%	249
2023 Q3	$280K	Buy	1,355 +275	+25%	+$57.8K	0.02%	241
2023 Q2	$221K	Hold	1,080	–	–	0.02%	239
2023 Q1	$225K	Sell	1,080 -150	-12%	-$30.9K	0.02%	229
2022 Q4	$230K	Buy	1,230 +150	+14%	+$30.1K	0.02%	185
2022 Q3	$202K	Buy	+1,080	New	+$218K	0.02%	187
2022 Q1	–	Sell	-736	Closed	-$207K	–	191
2021 Q4	$207K	Sell	736 -24	-3%	-$7K	0.02%	194
2021 Q3	$217K	Buy	760 +54	+8%	+$16.5K	0.02%	190
2021 Q2	$206K	Buy	+706	New	+$201K	0.02%	186
2021 Q1	–	Sell	-706	Closed	-$216K	–	174
2020 Q4	$216K	Buy	+706	New	+$186K	0.02%	174

Other funds holding ADSK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Connecticut Wealth Management's ADSK Position: Q2 2024 in Review

Connecticut Wealth Management sold out of Autodesk (ADSK) in Q2 2024, closing a stake of 1,458 shares — an estimated $380K sold.

Connecticut Wealth Management first reported a position in ADSK in Q4 2020 and held it in 11 quarters. The position peaked at $380K in Q1 2024. 1,164 funds tracked by Wall St. Rank hold ADSK as of Q2 2024.

Connecticut Wealth Management reported no remaining Autodesk position as of Q2 2024 after selling out during the quarter.
Connecticut Wealth Management sold 1,458 Autodesk shares in Q2 2024, an estimated $380K.
Connecticut Wealth Management first reported a position in Autodesk in Q4 2020 and held it in 11 quarters.
Connecticut Wealth Management's Autodesk position peaked at $380K in Q1 2024.
1,164 funds tracked by Wall St. Rank held Autodesk as of Q2 2024.

Based on Connecticut Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.