Financial Life Planners’s Autodesk ADSK Stock Holding History

Financial Life Planners’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	-80	Closed	-$23.6K	–	90
2024 Q4	$23.6K	Buy	+80	New	+$23.6K	0.02%	188

Other funds holding ADSK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Financial Life Planners's ADSK Position: Q1 2025 in Review

Financial Life Planners sold out of Autodesk (ADSK) in Q1 2025, closing a stake of 80 shares — an estimated $23.6K sold.

Financial Life Planners first reported a position in ADSK in Q4 2024 and held it in 1 quarter. The position peaked at $23.6K in Q4 2024. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2025.

Financial Life Planners reported no remaining Autodesk position as of Q1 2025 after selling out during the quarter.
Financial Life Planners sold 80 Autodesk shares in Q1 2025, an estimated $23.6K.
Financial Life Planners first reported a position in Autodesk in Q4 2024 and held it in 1 quarter.
Financial Life Planners's Autodesk position peaked at $23.6K in Q4 2024.
1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2025.

Based on Financial Life Planners's 13F filing for Q1 2025, filed 23 Apr 2025.