JWM
ADSK icon

Janiczek Wealth Management’s Autodesk ADSK Stock Holding History

Janiczek Wealth 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 		$8.91K Hold
36
– – ﹤0.01% 678
2024
Q1 		$9.38K Sell
36
-50
-58% -$12.7K ﹤0.01% 694
2023
Q4 		$20.9K Buy
86
+4
+5% +$864 0.01% 534
2023
Q3 		$17K Buy
82
+32
+64% +$6.72K ﹤0.01% 541
2023
Q2 		$10.2K Hold
50
– – ﹤0.01% 565
2023
Q1 		$9.73K Hold
50
– – ﹤0.01% 570
2022
Q4 		$10K Hold
50
– – ﹤0.01% 559
2022
Q3 		$10K Hold
50
– – ﹤0.01% 539
2022
Q2 		$11K Buy
+50
New +$9.62K ﹤0.01% 553
2022
Q1 		– Sell
-6
Closed -$2K – 931
2021
Q4 		$2K Hold
6
– – ﹤0.01% 806
2021
Q3 		$2K Hold
6
– – ﹤0.01% 790
2021
Q2 		$2K Hold
6
– – ﹤0.01% 741
2021
Q1 		$2K Hold
6
– – ﹤0.01% 721
2020
Q4 		$2K Hold
6
– – ﹤0.01% 665
2020
Q3 		$1K Sell
6
-6
-50% -$1.43K ﹤0.01% 540
2020
Q2 		$3K Buy
+12
New +$2.36K ﹤0.01% 225

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.61T 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

Janiczek Wealth Management's ADSK Position: Q2 2024 in Review

Janiczek Wealth Management held its Autodesk (ADSK) position steady in Q2 2024 at 36 shares worth $8.91K. The position accounts for ﹤0.01% of the portfolio, ranked #678.

Janiczek Wealth Management first reported a position in ADSK in Q2 2020 and has held it in 16 quarters since. The position peaked at $20.9K in Q4 2023. 1,162 funds tracked by Wall St. Rank hold ADSK as of Q2 2024.

  • Janiczek Wealth Management held 36 shares of Autodesk worth $8.91K as of Q2 2024.
  • Janiczek Wealth Management left its Autodesk share count unchanged in Q2 2024.
  • Autodesk made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #678 holding.
  • Janiczek Wealth Management first reported a position in Autodesk in Q2 2020 and has held it in 16 quarters since.
  • Janiczek Wealth Management's Autodesk position peaked at $20.9K in Q4 2023.
  • 1,162 funds tracked by Wall St. Rank held Autodesk as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.