Connectus Wealth’s Autodesk ADSK Stock Holding History

Connectus Wealth’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 Q1	$318K	Sell	133,032 -1,436	-1%	-$363K	0.01%	318
2023 Q4	$292K	Buy	134,468 +119,933	+825%	+$25.9M	0.01%	455
2023 Q3	$257K	Sell	14,535 -1,650	-10%	-$347K	0.01%	450
2023 Q2	$436K	Sell	16,185 -777	-5%	-$155K	0.01%	360
2023 Q1	$428K	Buy	16,962 +758	+5%	+$156K	0.01%	353
2022 Q4	$28.4M	Sell	16,204 -50	-0.3%	-$10K	0.67%	45
2022 Q3	$28.5M	Sell	16,254 -135,063	-89%	-$27.3M	0.59%	42
2022 Q2	$26M	Buy	151,317 +20,434	+16%	+$3.93M	0.59%	45
2022 Q1	$28.1M	Buy	130,883 +14,823	+13%	+$3.41M	0.89%	31
2021 Q4	$32.6M	Buy	116,060 +2,969	+3%	+$865K	1.26%	18
2021 Q3	$32.3M	Buy	113,091 +5,609	+5%	+$1.72M	3.61%	10
2021 Q2	$31.4M	Sell	107,482 -63	-0.1%	-$18K	3.52%	10
2021 Q1	$31M	Buy	+107,545	New	+$31M	3.72%	11

Other funds holding ADSK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

Connectus Wealth's ADSK Position: Q1 2024 in Review

Connectus Wealth reduced its Autodesk (ADSK) stake by 1.1% in Q1 2024, selling an estimated $363K and leaving 133,032 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #318.

Connectus Wealth first reported a position in ADSK in Q1 2021 and has held it in 13 quarters since. The position peaked at $32.6M in Q4 2021. 1,202 funds tracked by Wall St. Rank hold ADSK as of Q1 2024.

Connectus Wealth held 133,032 shares of Autodesk worth $318K as of Q1 2024.
Connectus Wealth sold 1,436 Autodesk shares in Q1 2024, an estimated $363K.
Autodesk made up 0.01% of Connectus Wealth's portfolio in Q1 2024, its #318 holding.
Connectus Wealth first reported a position in Autodesk in Q1 2021 and has held it in 13 quarters since.
Connectus Wealth's Autodesk position peaked at $32.6M in Q4 2021.
1,202 funds tracked by Wall St. Rank held Autodesk as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.