DWM
ADSK icon

Dakota Wealth Management’s Autodesk ADSK Stock Holding History

Dakota 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
-1,360
Closed -$354K – 720
2024
Q1 		$354K Buy
1,360
+35
+3% +$8.86K 0.01% 551
2023
Q4 		$323K Buy
1,325
+161
+14% +$34.8K 0.01% 502
2023
Q3 		$241K Sell
1,164
-2,733
-70% -$574K 0.01% 541
2023
Q2 		$797K Sell
3,897
-533
-12% -$107K 0.04% 287
2023
Q1 		$922K Buy
4,430
+58
+1% +$11.9K 0.06% 245
2022
Q4 		$817K Buy
4,372
+297
+7% +$59.6K 0.06% 254
2022
Q3 		$761K Buy
4,075
+317
+8% +$64.1K 0.06% 255
2022
Q2 		$646K Buy
3,758
+1,843
+96% +$354K 0.06% 243
2022
Q1 		$411K Buy
1,915
+292
+18% +$67.3K 0.03% 319
2021
Q4 		$456K Sell
1,623
-44
-3% -$12.8K 0.05% 247
2021
Q3 		$475K Buy
1,667
+618
+59% +$189K 0.06% 233
2021
Q2 		$306K Sell
1,049
-3
-0.3% -$856 0.04% 280
2021
Q1 		$292K Sell
1,052
-222
-17% -$64K 0.04% 258
2020
Q4 		$389K Sell
1,274
-13
-1% -$3.43K 0.05% 227
2020
Q3 		$297K Sell
1,287
-6
-0.5% -$1.43K 0.05% 230
2020
Q2 		$309K Buy
+1,293
New +$254K 0.05% 213

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