EWM
ADSK icon

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
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