EPG Wealth Management’s Autodesk ADSK Stock Holding History

EPG 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	-2,788	Closed	-$726K	–	447
2024 Q1	$726K	Buy	2,788 +31	+1%	+$7.84K	0.18%	142
2023 Q4	$708K	Buy	2,757 +64	+2%	+$13.8K	0.19%	135
2023 Q3	$557K	Buy	2,693 +282	+12%	+$59.3K	0.17%	142
2023 Q2	$493K	Buy	2,411 +137	+6%	+$27.4K	0.15%	148
2023 Q1	$473K	Buy	+2,274	New	+$468K	0.15%	144
2022 Q1	–	Sell	-726	Closed	-$204K	–	396
2021 Q4	$204K	Hold	726	–	–	0.07%	228
2021 Q3	$207K	Buy	+726	New	+$222K	0.08%	206
2021 Q1	–	Sell	-688	Closed	-$210K	–	189
2020 Q4	$210K	Buy	+688	New	+$181K	0.13%	147
2020 Q2	–	Sell	-336	Closed	-$52K	–	152
2020 Q1	$52K	Buy	336 +191	+132%	+$35.1K	0.04%	269
2019 Q4	$27K	Buy	+145	New	+$23.5K	0.02%	300

Other funds holding ADSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

EPG Wealth Management sold out of Autodesk (ADSK) in Q2 2024, closing a stake of 2,788 shares — an estimated $726K sold.

EPG Wealth Management first reported a position in ADSK in Q4 2019 and held it in 10 quarters. The position peaked at $726K in Q1 2024. 1,164 funds tracked by Wall St. Rank hold ADSK as of Q2 2024.

EPG Wealth Management reported no remaining Autodesk position as of Q2 2024 after selling out during the quarter.
EPG Wealth Management sold 2,788 Autodesk shares in Q2 2024, an estimated $726K.
EPG Wealth Management first reported a position in Autodesk in Q4 2019 and held it in 10 quarters.
EPG Wealth Management's Autodesk position peaked at $726K in Q1 2024.
1,164 funds tracked by Wall St. Rank held Autodesk as of Q2 2024.

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