Consolidated Planning Corp’s Autodesk ADSK Stock Holding History

Consolidated Planning Corp’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	-1,054	Closed	-$312K	–	183
2024 Q4	$312K	Hold	1,054	–	–	0.04%	161
2024 Q3	$290K	Hold	1,054	–	–	0.04%	163
2024 Q2	$261K	Hold	1,054	–	–	0.04%	157
2024 Q1	$274K	Sell	1,054 -466	-31%	-$118K	0.05%	149
2023 Q4	$370K	Hold	1,520	–	–	0.07%	115
2023 Q3	$315K	Sell	1,520 -42	-3%	-$8.82K	0.07%	121
2023 Q2	$320K	Sell	1,562 -38	-2%	-$7.6K	0.07%	133
2023 Q1	$333K	Hold	1,600	–	–	0.09%	95
2022 Q4	$299K	Hold	1,600	–	–	0.08%	99
2022 Q3	$299K	Hold	1,600	–	–	0.09%	93
2022 Q2	$275K	Buy	1,600 +545	+52%	+$105K	0.09%	101
2022 Q1	$226K	Hold	1,055	–	–	0.16%	56
2021 Q4	$297K	Hold	1,055	–	–	0.19%	46
2021 Q3	$301K	Hold	1,055	–	–	0.2%	44
2021 Q2	$307K	Hold	1,055	–	–	0.23%	42
2021 Q1	$292K	Hold	1,055	–	–	0.19%	42
2020 Q4	$322K	Hold	1,055	–	–	0.21%	38
2020 Q3	$243K	Hold	1,055	–	–	0.18%	38
2020 Q2	$252K	Buy	+1,055	New	+$207K	0.25%	34

Other funds holding ADSK

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 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

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Consolidated Planning Corp's ADSK Position: Q1 2025 in Review

Consolidated Planning Corp sold out of Autodesk (ADSK) in Q1 2025, closing a stake of 1,054 shares — an estimated $312K sold.

Consolidated Planning Corp first reported a position in ADSK in Q2 2020 and held it in 19 quarters. The position peaked at $370K in Q4 2023. 1,314 funds tracked by Wall St. Rank hold ADSK as of Q1 2025.

Consolidated Planning Corp reported no remaining Autodesk position as of Q1 2025 after selling out during the quarter.
Consolidated Planning Corp sold 1,054 Autodesk shares in Q1 2025, an estimated $312K.
Consolidated Planning Corp first reported a position in Autodesk in Q2 2020 and held it in 19 quarters.
Consolidated Planning Corp's Autodesk position peaked at $370K in Q4 2023.
1,314 funds tracked by Wall St. Rank held Autodesk as of Q1 2025.

Based on Consolidated Planning Corp's 13F filing for Q1 2025, filed 22 Apr 2025.