EWM
ADSK icon

Elite Wealth Management’s Autodesk ADSK Stock Holding History

Elite 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
-13,338
Closed -$3.47M – 46
2024
Q1 		$3.47M Buy
13,338
+1,333
+11% +$337K 0.85% 21
2023
Q4 		$2.92M Sell
12,005
-354
-3% -$76.4K 0.86% 20
2023
Q3 		$2.56M Buy
12,359
+1,498
+14% +$315K 0.82% 22
2023
Q2 		$2.22M Buy
10,861
+2,690
+33% +$538K 0.74% 24
2023
Q1 		$1.7M Sell
8,171
-139
-2% -$28.6K 0.75% 23
2022
Q4 		$1.55M Sell
8,310
-116
-1% -$23.3K 0.78% 20
2022
Q3 		$1.57M Sell
8,426
-1,895
-18% -$383K 0.86% 17
2022
Q2 		$1.77M Sell
10,321
-375
-4% -$72.1K 0.92% 19
2022
Q1 		$2.29M Sell
10,696
-550
-5% -$127K 1% 15
2021
Q4 		$3.16M Sell
11,246
-562
-5% -$164K 1.22% 15
2021
Q3 		$3.37M Buy
11,808
+751
+7% +$230K 1.43% 14
2021
Q2 		$3.23K Buy
11,057
+1,020
+10% +$291K 0.29% 14
2021
Q1 		$2.78K Buy
10,037
+2,103
+27% +$606K 0.36% 15
2020
Q4 		$2.42M Buy
7,934
+38
+0.5% +$10K 1.31% 14
2020
Q3 		$1.82M Buy
7,896
+304
+4% +$72.2K 1.08% 16
2020
Q2 		$1.82M Buy
7,592
+70
+0.9% +$13.8K 1.18% 16
2020
Q1 		$1.17M Buy
+7,522
New +$1.38M 0.98% 18
2016
Q3 		– Hold
0
– – – 252
2014
Q4 		– Hold
0
– – – 84
2014
Q3 		– Hold
0
– – – 662
2014
Q2 		– Hold
0
– – – 458

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