IP
ADSK icon

Intellectus Partners’s Autodesk ADSK Stock Holding History

Intellectus Partners’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
-3,357
Closed -$874K – 263
2024
Q1 		$874K Hold
3,357
– – 0.23% 125
2023
Q4 		$817K Sell
3,357
-46
-1% -$9.93K 0.24% 117
2023
Q3 		$704K Sell
3,403
-89
-3% -$18.7K 0.22% 127
2023
Q2 		$714K Sell
3,492
-1,148
-25% -$230K 0.21% 137
2023
Q1 		$966K Sell
4,640
-9
-0.2% -$1.85K 0.3% 98
2022
Q4 		$869K Buy
4,649
+216
+5% +$43.3K 0.3% 102
2022
Q3 		$828K Hold
4,433
– – 0.29% 93
2022
Q2 		$762K Buy
4,433
+114
+3% +$21.9K 0.26% 106
2022
Q1 		$926K Buy
4,319
+485
+13% +$112K 0.28% 95
2021
Q4 		$1.08M Sell
3,834
-56
-1% -$16.3K 0.27% 96
2021
Q3 		$1.11M Buy
3,890
+617
+19% +$189K 0.27% 103
2021
Q2 		$955K Buy
3,273
+128
+4% +$36.5K 0.22% 124
2021
Q1 		$872K Sell
3,145
-770
-20% -$222K 0.24% 126
2020
Q4 		$1.2M Buy
3,915
+109
+3% +$28.7K 0.36% 84
2020
Q3 		$879K Buy
3,806
+105
+3% +$25K 0.33% 94
2020
Q2 		$885K Buy
3,701
+1,294
+54% +$254K 0.34% 86
2020
Q1 		$376K Buy
+2,407
New +$442K 0.18% 142

Other funds holding ADSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return