FTDI
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First Trust Direct Indexing’s Autodesk ADSK Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-9,609
Closed -$2.65M – 18
2024
Q3 		$2.65M Buy
9,609
+1,734
+22% +$436K 0.14% 142
2024
Q2 		$1.95M Buy
7,875
+1,346
+21% +$302K 0.12% 172
2024
Q1 		$1.7M Buy
6,529
+734
+13% +$186K 0.13% 171
2023
Q4 		$1.41M Buy
5,795
+976
+20% +$211K 0.13% 179
2023
Q3 		$997K Buy
4,819
+315
+7% +$66.2K 0.11% 200
2023
Q2 		$922K Buy
4,504
+425
+10% +$85K 0.1% 235
2023
Q1 		$849K Sell
4,079
-756
-16% -$156K 0.1% 255
2022
Q4 		$904K Buy
4,835
+103
+2% +$20.7K 0.12% 227
2022
Q3 		$884K Sell
4,732
-775
-14% -$157K 0.13% 210
2022
Q2 		$947K Buy
5,507
+616
+13% +$118K 0.13% 205
2022
Q1 		$1.05M Sell
4,891
-110
-2% -$25.3K 0.13% 197
2021
Q4 		$1.41M Sell
5,001
-95
-2% -$27.7K 0.18% 125
2021
Q3 		$1.45M Buy
5,096
+1,051
+26% +$322K 0.21% 107
2021
Q2 		$1.18M Buy
4,045
+793
+24% +$226K 0.18% 144
2021
Q1 		$901K Buy
3,252
+303
+10% +$87.4K 0.24% 115
2020
Q4 		$900K Buy
+2,949
New +$777K 0.24% 97

Other funds holding ADSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

First Trust Direct Indexing's ADSK Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Autodesk (ADSK) in Q4 2024, closing a stake of 9,609 shares — an estimated $2.65M sold.

First Trust Direct Indexing first reported a position in ADSK in Q4 2020 and held it in 16 quarters. The position peaked at $2.65M in Q3 2024. 1,301 funds tracked by Wall St. Rank hold ADSK as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Autodesk position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 9,609 Autodesk shares in Q4 2024, an estimated $2.65M.
  • First Trust Direct Indexing first reported a position in Autodesk in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's Autodesk position peaked at $2.65M in Q3 2024.
  • 1,301 funds tracked by Wall St. Rank held Autodesk as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.