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Institutional & Family Asset Management’s Autodesk ADSK Stock Holding History

Institutional & Family Asset 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
2024
Q2 		$97.5K Sell
394
-7
-2% -$1.57K 0.01% 188
2024
Q1 		$104K Sell
401
-25
-6% -$6.33K 0.02% 180
2023
Q4 		$104K Buy
426
+5
+1% +$1.08K 0.02% 186
2023
Q3 		$87.1K Sell
421
-19
-4% -$3.99K 0.01% 185
2023
Q2 		$90K Buy
440
+24
+6% +$4.8K 0.01% 189
2023
Q1 		$86.6K Sell
416
-28
-6% -$5.76K 0.01% 185
2022
Q4 		$83K Hold
444
– – 0.01% 185
2022
Q3 		$83K Buy
444
+28
+7% +$5.66K 0.01% 183
2022
Q2 		$72K Buy
416
+13
+3% +$2.5K 0.01% 196
2022
Q1 		$86K Sell
403
-4
-1% -$921 0.01% 208
2021
Q4 		$114K Hold
407
– – 0.02% 194
2021
Q3 		$116K Hold
407
– – 0.02% 222
2021
Q2 		$119K Hold
407
– – 0.02% 220
2021
Q1 		$113K Hold
407
– – 0.02% 251
2020
Q4 		$124K Hold
407
– – 0.03% 230
2020
Q3 		$94K Buy
407
+9
+2% +$2.14K 0.02% 231
2020
Q2 		$95K Sell
398
-104
-21% -$20.4K 0.02% 241
2020
Q1 		$78K Sell
502
-177
-26% -$32.5K 0.02% 234
2019
Q4 		$125K Sell
679
-5
-0.7% -$810 0.03% 209
2019
Q3 		$101K Sell
684
-3
-0.4% -$467 0.02% 212
2019
Q2 		$112K Sell
687
-48
-7% -$8.07K 0.02% 212
2019
Q1 		$115K Hold
735
– – 0.02% 226
2018
Q4 		$95K Sell
735
-16
-2% -$2.16K 0.02% 229
2018
Q3 		$117K Sell
751
-10
-1% -$1.41K 0.02% 241
2018
Q2 		$100K Sell
761
-37
-5% -$4.9K 0.02% 260
2018
Q1 		$100K Buy
+798
New +$95K 0.02% 243

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

Institutional & Family Asset Management's ADSK Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its Autodesk (ADSK) stake by 1.7% in Q2 2024, selling an estimated $1.57K and leaving 394 shares worth $97.5K. The position accounts for 0.01% of the portfolio, ranked #188.

Institutional & Family Asset Management first reported a position in ADSK in Q1 2018 and has held it in 26 quarters since. The position peaked at $125K in Q4 2019. 1,164 funds tracked by Wall St. Rank hold ADSK as of Q2 2024.

  • Institutional & Family Asset Management held 394 shares of Autodesk worth $97.5K as of Q2 2024.
  • Institutional & Family Asset Management sold 7 Autodesk shares in Q2 2024, an estimated $1.57K.
  • Autodesk made up 0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #188 holding.
  • Institutional & Family Asset Management first reported a position in Autodesk in Q1 2018 and has held it in 26 quarters since.
  • Institutional & Family Asset Management's Autodesk position peaked at $125K in Q4 2019.
  • 1,164 funds tracked by Wall St. Rank held Autodesk as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.