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Impact Partnership Wealth’s Autodesk ADSK Stock Holding History

Impact Partnership 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
Q2 		– Sell
-12
Closed -$3.13K – 223
2024
Q1 		$3.13K Sell
12
-1,187
-99% -$300K ﹤0.01% 543
2023
Q4 		$292K Sell
1,199
-522
-30% -$113K 0.11% 123
2023
Q3 		$356K Buy
+1,721
New +$362K 0.11% 104

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 $3.38T AUM 44.17% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Impact Partnership Wealth's ADSK Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Autodesk (ADSK) in Q2 2024, closing a stake of 12 shares — an estimated $3.13K sold.

Impact Partnership Wealth first reported a position in ADSK in Q3 2023 and held it in 3 quarters. The position peaked at $356K in Q3 2023. 1,164 funds tracked by Wall St. Rank hold ADSK as of Q2 2024.

  • Impact Partnership Wealth reported no remaining Autodesk position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 12 Autodesk shares in Q2 2024, an estimated $3.13K.
  • Impact Partnership Wealth first reported a position in Autodesk in Q3 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's Autodesk position peaked at $356K in Q3 2023.
  • 1,164 funds tracked by Wall St. Rank held Autodesk as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.