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Glassman Wealth Services’s Autodesk ADSK Stock Holding History

Glassman Wealth Services’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 		– Sell
-235
Closed -$57.2K – 233
2023
Q4 		$57.2K Sell
235
-9
-4% -$1.94K 0.01% 424
2023
Q3 		$50.5K Sell
244
-49
-17% -$10.3K 0.01% 419
2023
Q2 		$60K Sell
293
-6
-2% -$1.2K 0.01% 362
2023
Q1 		$62.2K Sell
299
-27
-8% -$5.56K 0.01% 361
2022
Q4 		$60.9K Buy
326
+47
+17% +$9.43K 0.01% 376
2022
Q3 		$52K Buy
279
+68
+32% +$13.7K 0.01% 374
2022
Q2 		$36K Hold
211
– – 0.01% 462
2022
Q1 		$45K Buy
211
+45
+27% +$10.4K 0.01% 424
2021
Q4 		$47K Buy
166
+1
+0.6% +$291 0.01% 386
2021
Q3 		$47K Buy
165
+14
+9% +$4.29K 0.01% 377
2021
Q2 		$44K Buy
151
+27
+22% +$7.7K 0.01% 383
2021
Q1 		$34K Sell
124
-111
-47% -$32K 0.01% 396
2020
Q4 		$72K Buy
235
+23
+11% +$6.06K 0.02% 283
2020
Q3 		$49K Buy
212
+139
+190% +$33K 0.01% 295
2020
Q2 		$17K Buy
73
+24
+49% +$4.72K 0.01% 404
2020
Q1 		$8K Sell
49
-62
-56% -$11.4K ﹤0.01% 451
2019
Q4 		$20K Buy
111
+6
+6% +$972 0.01% 376
2019
Q3 		$16K Sell
105
-3
-3% -$467 0.01% 382
2019
Q2 		$18K Buy
108
+3
+3% +$504 0.01% 376
2019
Q1 		$16K Buy
105
+90
+600% +$13.5K 0.01% 382
2018
Q4 		$2K Sell
15
-10
-40% -$1.35K ﹤0.01% 520
2018
Q3 		$4K Sell
25
-3
-11% -$424 ﹤0.01% 485
2018
Q2 		$4K Sell
28
-8
-22% -$1.06K ﹤0.01% 445
2018
Q1 		$5K Sell
36
-8
-18% -$953 ﹤0.01% 417
2017
Q4 		$5K Buy
44
+35
+389% +$4.08K ﹤0.01% 387
2017
Q3 		$1K Hold
9
– – ﹤0.01% 434
2017
Q2 		$1K Hold
9
– – ﹤0.01% 443
2017
Q1 		$1K Sell
9
-136
-94% -$11.4K ﹤0.01% 475
2016
Q4 		$11K Buy
+145
New +$10.7K 0.01% 347

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Glassman Wealth Services's ADSK Position: Q1 2024 in Review

Glassman Wealth Services sold out of Autodesk (ADSK) in Q1 2024, closing a stake of 235 shares — an estimated $57.2K sold.

Glassman Wealth Services first reported a position in ADSK in Q4 2016 and held it in 29 quarters. The position peaked at $72K in Q4 2020. 1,204 funds tracked by Wall St. Rank hold ADSK as of Q1 2024.

  • Glassman Wealth Services reported no remaining Autodesk position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 235 Autodesk shares in Q1 2024, an estimated $57.2K.
  • Glassman Wealth Services first reported a position in Autodesk in Q4 2016 and held it in 29 quarters.
  • Glassman Wealth Services's Autodesk position peaked at $72K in Q4 2020.
  • 1,204 funds tracked by Wall St. Rank held Autodesk as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.