CPG
ADSK icon

Custom Portfolio Group’s Autodesk ADSK Stock Holding History

Custom Portfolio Group’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 		$131K Hold
529
– – 0.1% 64
2024
Q1 		$138K Hold
529
– – 0.11% 61
2023
Q4 		$129K Buy
+529
New +$114K 0.11% 56

Other funds holding ADSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Custom Portfolio Group's ADSK Position: Q2 2024 in Review

Custom Portfolio Group held its Autodesk (ADSK) position steady in Q2 2024 at 529 shares worth $131K. The position accounts for 0.1% of the portfolio, ranked #64.

Custom Portfolio Group first reported a position in ADSK in Q4 2023 and has held it in 3 quarters since. The position peaked at $138K in Q1 2024. 1,163 funds tracked by Wall St. Rank hold ADSK as of Q2 2024.

  • Custom Portfolio Group held 529 shares of Autodesk worth $131K as of Q2 2024.
  • Custom Portfolio Group left its Autodesk share count unchanged in Q2 2024.
  • Autodesk made up 0.1% of Custom Portfolio Group's portfolio in Q2 2024, its #64 holding.
  • Custom Portfolio Group first reported a position in Autodesk in Q4 2023 and has held it in 3 quarters since.
  • Custom Portfolio Group's Autodesk position peaked at $138K in Q1 2024.
  • 1,163 funds tracked by Wall St. Rank held Autodesk as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.