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Delos Wealth Advisors’s Autodesk ADSK Stock Holding History

Delos Wealth Advisors’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
Q3 		– Sell
-3
Closed -$743 – 191
2024
Q2 		$743 Hold
3
– – ﹤0.01% 276
2024
Q1 		$782 Hold
3
– – ﹤0.01% 269
2023
Q4 		$731 Hold
3
– – ﹤0.01% 218
2023
Q3 		$666 Hold
3
– – ﹤0.01% 258
2023
Q2 		$614 Hold
3
– – ﹤0.01% 269
2023
Q1 		$625 Hold
3
– – ﹤0.01% 274
2022
Q4 		$561 Hold
3
– – ﹤0.01% 287
2022
Q3 		$1K Buy
+3
New +$606 ﹤0.01% 204
2022
Q1 		– Sell
-202
Closed -$57K – 249
2021
Q4 		$57K Buy
+202
New +$58.9K 0.05% 70

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Delos Wealth Advisors's ADSK Position: Q3 2024 in Review

Delos Wealth Advisors sold out of Autodesk (ADSK) in Q3 2024, closing a stake of 3 shares — an estimated $743 sold.

Delos Wealth Advisors first reported a position in ADSK in Q4 2021 and held it in 9 quarters. The position peaked at $57K in Q4 2021. 1,197 funds tracked by Wall St. Rank hold ADSK as of Q3 2024.

  • Delos Wealth Advisors reported no remaining Autodesk position as of Q3 2024 after selling out during the quarter.
  • Delos Wealth Advisors sold 3 Autodesk shares in Q3 2024, an estimated $743.
  • Delos Wealth Advisors first reported a position in Autodesk in Q4 2021 and held it in 9 quarters.
  • Delos Wealth Advisors's Autodesk position peaked at $57K in Q4 2021.
  • 1,197 funds tracked by Wall St. Rank held Autodesk as of Q3 2024.

Based on Delos Wealth Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.