CWM
ADSK icon

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
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return