EWM
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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 0.12% 21
2023
Q4 		$2.92M Sell
12,005
-354
-3% -$76.4K 0.18% 20
2023
Q3 		$2.56M Buy
12,359
+1,498
+14% +$315K 0.19% 22
2023
Q2 		$2.22M Buy
10,861
+2,690
+33% +$538K 0.17% 24
2023
Q1 		$1.7M Sell
8,171
-139
-2% -$28.6K 0.1% 23
2022
Q4 		$1.55M Sell
8,310
-116
-1% -$23.3K 0.14% 20
2022
Q3 		$1.57M Sell
8,426
-1,895
-18% -$383K 0.14% 17
2022
Q2 		$1.77M Sell
10,321
-375
-4% -$72.1K 0.27% 19
2022
Q1 		$2.29M Sell
10,696
-550
-5% -$127K 0.37% 15
2021
Q4 		$3.16M Sell
11,246
-562
-5% -$164K 0.45% 15
2021
Q3 		$3.37M Buy
11,808
+751
+7% +$230K 0.64% 14
2021
Q2 		$3.23M Buy
11,057
+1,020
+10% +$291K 0.29% 14
2021
Q1 		$2.78M Buy
10,037
+2,103
+27% +$606K 0.36% 15
2020
Q4 		$2.42M Buy
7,934
+38
+0.5% +$10K 0.31% 14
2020
Q3 		$1.82M Buy
7,896
+304
+4% +$72.2K 0.25% 16
2020
Q2 		$1.82M Buy
7,592
+70
+0.9% +$13.8K 0.53% 16
2020
Q1 		$1.17M Buy
+7,522
New +$1.38M 0.92% 18

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
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

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

Elite Wealth Management sold out of Autodesk (ADSK) in Q2 2024, closing a stake of 13,338 shares — an estimated $3.47M sold.

Elite Wealth Management first reported a position in ADSK in Q1 2020 and held it in 17 quarters. The position peaked at $3.47M in Q1 2024. 1,164 funds tracked by Wall St. Rank hold ADSK as of Q2 2024.

  • Elite Wealth Management reported no remaining Autodesk position as of Q2 2024 after selling out during the quarter.
  • Elite Wealth Management sold 13,338 Autodesk shares in Q2 2024, an estimated $3.47M.
  • Elite Wealth Management first reported a position in Autodesk in Q1 2020 and held it in 17 quarters.
  • Elite Wealth Management's Autodesk position peaked at $3.47M in Q1 2024.
  • 1,164 funds tracked by Wall St. Rank held Autodesk as of Q2 2024.

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