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Dynasty Wealth Management’s Autodesk ADSK Stock Holding History

Dynasty 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
-7,061
Closed -$1.84M – 240
2024
Q1 		$1.84M Buy
+7,061
New +$1.79M 0.06% 75

Other funds holding ADSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $44.7B AUM 17.24% 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

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

Dynasty Wealth Management sold out of Autodesk (ADSK) in Q2 2024, closing a stake of 7,061 shares — an estimated $1.84M sold.

Dynasty Wealth Management first reported a position in ADSK in Q1 2024 and held it in 1 quarter. The position peaked at $1.84M in Q1 2024. 1,162 funds tracked by Wall St. Rank hold ADSK as of Q2 2024.

  • Dynasty Wealth Management reported no remaining Autodesk position as of Q2 2024 after selling out during the quarter.
  • Dynasty Wealth Management sold 7,061 Autodesk shares in Q2 2024, an estimated $1.84M.
  • Dynasty Wealth Management first reported a position in Autodesk in Q1 2024 and held it in 1 quarter.
  • Dynasty Wealth Management's Autodesk position peaked at $1.84M in Q1 2024.
  • 1,162 funds tracked by Wall St. Rank held Autodesk as of Q2 2024.

Based on Dynasty Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.