EFP
ADSK icon

EnRich Financial Partners’s Autodesk ADSK Stock Holding History

EnRich Financial Partners’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
2025
Q1 		– Sell
-9
Closed -$2.66K – 60
2024
Q4 		$2.66K Hold
9
– – ﹤0.01% 205
2024
Q3 		$2.48K Hold
9
– – ﹤0.01% 208
2024
Q2 		$2.23K Hold
9
– – ﹤0.01% 226
2024
Q1 		$2.34K Buy
+9
New +$2.28K ﹤0.01% 187

Other funds holding ADSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

EnRich Financial Partners's ADSK Position: Q1 2025 in Review

EnRich Financial Partners sold out of Autodesk (ADSK) in Q1 2025, closing a stake of 9 shares — an estimated $2.66K sold.

EnRich Financial Partners first reported a position in ADSK in Q1 2024 and held it in 4 quarters. The position peaked at $2.66K in Q4 2024. 1,314 funds tracked by Wall St. Rank hold ADSK as of Q1 2025.

  • EnRich Financial Partners reported no remaining Autodesk position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 9 Autodesk shares in Q1 2025, an estimated $2.66K.
  • EnRich Financial Partners first reported a position in Autodesk in Q1 2024 and held it in 4 quarters.
  • EnRich Financial Partners's Autodesk position peaked at $2.66K in Q4 2024.
  • 1,314 funds tracked by Wall St. Rank held Autodesk as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.