FFA
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First Foundation Advisors’s Autodesk ADSK Stock Holding History

First Foundation Advisors’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
Q3 		– Sell
-123
Closed -$30.4K – 357
2024
Q2 		$30.4K Hold
123
– – ﹤0.01% 412
2024
Q1 		$32K Hold
123
– – ﹤0.01% 412
2023
Q4 		$29.9K Sell
123
-1,464
-92% -$316K ﹤0.01% 420
2023
Q3 		$328K Buy
1,587
+119
+8% +$25K 0.02% 306
2023
Q2 		$300K Buy
1,468
+77
+6% +$15.4K 0.01% 316
2023
Q1 		$290K Buy
1,391
+308
+28% +$63.4K 0.01% 299
2022
Q4 		$202K Sell
1,083
-152
-12% -$30.5K 0.01% 370
2022
Q3 		$231K Sell
1,235
-22
-2% -$4.45K 0.01% 327
2022
Q2 		$216K Sell
1,257
-1,769
-58% -$340K 0.01% 366
2022
Q1 		$649K Buy
3,026
+87
+3% +$20K 0.02% 235
2021
Q4 		$826K Buy
2,939
+128
+5% +$37.3K 0.03% 217
2021
Q3 		$802K Buy
2,811
+370
+15% +$113K 0.03% 219
2021
Q2 		$713K Buy
2,441
+372
+18% +$106K 0.03% 243
2021
Q1 		$573K Buy
2,069
+350
+20% +$101K 0.02% 252
2020
Q4 		$525K Buy
+1,719
New +$453K 0.02% 256
2019
Q1 		– Sell
-4,210
Closed -$541K – 331
2018
Q4 		$541K Buy
+4,210
New +$569K 0.03% 242

Other funds holding ADSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

First Foundation Advisors's ADSK Position: Q3 2024 in Review

First Foundation Advisors sold out of Autodesk (ADSK) in Q3 2024, closing a stake of 123 shares — an estimated $30.4K sold.

First Foundation Advisors first reported a position in ADSK in Q4 2018 and held it in 16 quarters. The position peaked at $826K in Q4 2021. 1,197 funds tracked by Wall St. Rank hold ADSK as of Q3 2024.

  • First Foundation Advisors reported no remaining Autodesk position as of Q3 2024 after selling out during the quarter.
  • First Foundation Advisors sold 123 Autodesk shares in Q3 2024, an estimated $30.4K.
  • First Foundation Advisors first reported a position in Autodesk in Q4 2018 and held it in 16 quarters.
  • First Foundation Advisors's Autodesk position peaked at $826K in Q4 2021.
  • 1,197 funds tracked by Wall St. Rank held Autodesk as of Q3 2024.

Based on First Foundation Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.