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Focused Wealth Management’s Autodesk ADSK Stock Holding History

Focused 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
2021
Q3 		– Sell
-2,000
Closed -$22K – 983
2021
Q2 		$22K Buy
+2,000
New +$571K ﹤0.01% 490
2019
Q2 		– Sell
-2,000
Closed -$12K – 725
2019
Q1 		$12K Buy
+2,000
New +$299K ﹤0.01% 437
2017
Q4 		– Sell
-2,400
Closed -$23K – 673
2017
Q3 		$23K Buy
+2,400
New +$265K 0.01% 330

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Focused Wealth Management's ADSK Position: Q1 2024 in Review

Focused Wealth Management sold out of Autodesk (ADSK) in Q1 2024, closing a stake of 116 shares — an estimated $28.2K sold.

Focused Wealth Management first reported a position in ADSK in Q1 2015 and held it in 32 quarters. The position peaked at $204K in Q2 2021. 1,202 funds tracked by Wall St. Rank hold ADSK as of Q1 2024.

  • Focused Wealth Management reported no remaining Autodesk position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 116 Autodesk shares in Q1 2024, an estimated $28.2K.
  • Focused Wealth Management first reported a position in Autodesk in Q1 2015 and held it in 32 quarters.
  • Focused Wealth Management's Autodesk position peaked at $204K in Q2 2021.
  • 1,202 funds tracked by Wall St. Rank held Autodesk as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.