HGERS
ADSK icon

Householder Group Estate & Retirement Specialist’s Autodesk ADSK Stock Holding History

Householder Group Estate & Retirement Specialist’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
-63
Closed -$17K – 548
2024
Q3 		$17K Hold
63
– – 0.01% 727
2024
Q2 		$15K Buy
+63
New +$14.2K ﹤0.01% 729
2023
Q1 		– Sell
-19
Closed -$3K – 1204
2022
Q4 		$3K Hold
19
– – ﹤0.01% 291
2022
Q3 		$3K Buy
+19
New +$3.84K ﹤0.01% 909

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

Householder Group Estate & Retirement Specialist's ADSK Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Autodesk (ADSK) in Q4 2024, closing a stake of 63 shares — an estimated $17K sold.

Householder Group Estate & Retirement Specialist first reported a position in ADSK in Q3 2022 and held it in 4 quarters. The position peaked at $17K in Q3 2024. 1,302 funds tracked by Wall St. Rank hold ADSK as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Autodesk position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 63 Autodesk shares in Q4 2024, an estimated $17K.
  • Householder Group Estate & Retirement Specialist first reported a position in Autodesk in Q3 2022 and held it in 4 quarters.
  • Householder Group Estate & Retirement Specialist's Autodesk position peaked at $17K in Q3 2024.
  • 1,302 funds tracked by Wall St. Rank held Autodesk as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.