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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 0.05% 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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Dakota Wealth Management's ADSK Position: Q2 2024 in Review

Dakota Wealth Management sold out of Autodesk (ADSK) in Q2 2024, closing a stake of 1,360 shares — an estimated $354K sold.

Dakota Wealth Management first reported a position in ADSK in Q2 2020 and held it in 16 quarters. The position peaked at $922K in Q1 2023. 1,164 funds tracked by Wall St. Rank hold ADSK as of Q2 2024.

  • Dakota Wealth Management reported no remaining Autodesk position as of Q2 2024 after selling out during the quarter.
  • Dakota Wealth Management sold 1,360 Autodesk shares in Q2 2024, an estimated $354K.
  • Dakota Wealth Management first reported a position in Autodesk in Q2 2020 and held it in 16 quarters.
  • Dakota Wealth Management's Autodesk position peaked at $922K in Q1 2023.
  • 1,164 funds tracked by Wall St. Rank held Autodesk as of Q2 2024.

Based on Dakota Wealth Management's 13F filing for Q2 2024, filed 22 Jul 2024.