FirstPurpose Wealth’s Autodesk ADSK Stock Holding History

FirstPurpose Wealth’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 Q1	$506K	Sell	2,116 -67	-3%	-$17K	0.18%	99
2023 Q4	$532K	Buy	2,183 +67	+3%	+$14.5K	0.2%	81
2023 Q3	$438K	Buy	2,116 +4	+0.2%	+$841	0.19%	93
2023 Q2	$432K	Sell	2,112 -536	-20%	-$107K	0.19%	95
2023 Q1	$551K	Buy	2,648 +361	+16%	+$74.3K	0.27%	69
2022 Q4	$427K	Buy	2,287 +65	+3%	+$13K	0.24%	82
2022 Q3	$415K	Buy	2,222 +379	+21%	+$76.6K	0.27%	67
2022 Q2	$317K	Buy	1,843 +171	+10%	+$32.9K	0.21%	85
2022 Q1	$358K	Buy	1,672 +481	+40%	+$111K	0.28%	79
2021 Q4	$335K	Buy	+1,191	New	+$347K	0.21%	90

Other funds holding ADSK

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

FirstPurpose Wealth's ADSK Position: Q1 2024 in Review

FirstPurpose Wealth reduced its Autodesk (ADSK) stake by 3.1% in Q1 2024, selling an estimated $17K and leaving 2,116 shares worth $506K. The position accounts for 0.18% of the portfolio, ranked #99.

FirstPurpose Wealth first reported a position in ADSK in Q4 2021 and has held it in 10 quarters since. The position peaked at $551K in Q1 2023. 1,203 funds tracked by Wall St. Rank hold ADSK as of Q1 2024.

FirstPurpose Wealth held 2,116 shares of Autodesk worth $506K as of Q1 2024.
FirstPurpose Wealth sold 67 Autodesk shares in Q1 2024, an estimated $17K.
Autodesk made up 0.18% of FirstPurpose Wealth's portfolio in Q1 2024, its #99 holding.
FirstPurpose Wealth first reported a position in Autodesk in Q4 2021 and has held it in 10 quarters since.
FirstPurpose Wealth's Autodesk position peaked at $551K in Q1 2023.
1,203 funds tracked by Wall St. Rank held Autodesk as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.