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
2014
Q4 		– Sell
-217
Closed -$1K – 76
2014
Q3 		$1K Buy
217
+89
+70% +$4.88K ﹤0.01% 543
2014
Q2 		$2K Buy
+128
New +$6.49K ﹤0.01% 382

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

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. 1,163 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.
  • 1,163 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.