JP Morgan Private Wealth Advisors’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $19M | Buy |
+91,713
| New | +$19.3M | 0.05% | 282 |
|
|
2023
Q2 | – | Sell |
-145,043
| Closed | -$30.2M | – | 1473 |
|
|
2023
Q1 | $30.2M | Sell |
145,043
-1,981
| -1% | -$408K | 0.06% | 258 |
|
|
2022
Q4 | $27.5M | Sell |
147,024
-13,883
| -9% | -$2.79M | 0.06% | 268 |
|
|
2022
Q3 | $30.1M | Sell |
160,907
-5,086
| -3% | -$1.03M | 0.08% | 226 |
|
|
2022
Q2 | $28.5M | Buy |
165,993
+20,694
| +14% | +$3.98M | 0.07% | 237 |
|
|
2022
Q1 | $31.1M | Buy |
145,299
+22,109
| +18% | +$5.09M | 0.07% | 253 |
|
|
2021
Q4 | $34.6M | Buy |
123,190
+1,962
| +2% | +$572K | 0.07% | 242 |
|
|
2021
Q3 | $34.6M | Sell |
121,228
-42,482
| -26% | -$13M | 0.08% | 229 |
|
|
2021
Q2 | $47.8M | Buy |
163,710
+15,197
| +10% | +$4.34M | 0.12% | 179 |
|
|
2021
Q1 | $41.2M | Sell |
148,513
-27,696
| -16% | -$7.99M | 0.13% | 163 |
|
|
2020
Q4 | $53.8M | Buy |
176,209
+9,330
| +6% | +$2.46M | 0.17% | 134 |
|
|
2020
Q3 | $38.6M | Sell |
166,879
-819
| -0.5% | -$195K | 0.15% | 143 |
|
|
2020
Q2 | $40.1M | Buy |
167,698
+18,266
| +12% | +$3.59M | 0.18% | 124 |
|
|
2020
Q1 | $23.3M | Buy |
149,432
+32,977
| +28% | +$6.05M | 0.13% | 152 |
|
|
2019
Q4 | $21.4M | Sell |
116,455
-5,510
| -5% | -$893K | 0.1% | 192 |
|
|
2019
Q3 | $18M | Sell |
121,965
-10,457
| -8% | -$1.63M | 0.09% | 199 |
|
|
2019
Q2 | $21.6M | Sell |
132,422
-10,845
| -8% | -$1.82M | 0.12% | 175 |
|
|
2019
Q1 | $22.3M | Sell |
143,267
-4,966
| -3% | -$742K | 0.12% | 180 |
|
|
2018
Q4 | $19.1M | Sell |
148,233
-11,142
| -7% | -$1.5M | 0.12% | 176 |
|
|
2018
Q3 | $24.9M | Sell |
159,375
-1,704
| -1% | -$241K | 0.12% | 177 |
|
|
2018
Q2 | $21.1M | Buy |
161,079
+3,104
| +2% | +$411K | 0.12% | 179 |
|
|
2018
Q1 | $19.8M | Sell |
157,975
-11,829
| -7% | -$1.41M | 0.13% | 157 |
|
|
2017
Q4 | $17.8M | Sell |
169,804
-1,499
| -0.9% | -$175K | 0.12% | 170 |
|
|
2017
Q3 | $19.2M | Sell |
171,303
-205
| -0.1% | -$22.6K | 0.14% | 158 |
|
|
2017
Q2 | $17.3M | Sell |
171,508
-6,048
| -3% | -$598K | 0.13% | 164 |
|
|
2017
Q1 | $15.4M | Sell |
177,556
-5,951
| -3% | -$498K | 0.12% | 174 |
|
|
2016
Q4 | $13.6M | Buy |
183,507
+1,661
| +0.9% | +$122K | 0.12% | 172 |
|
|
2016
Q3 | $13.2M | Sell |
181,846
-5,446
| -3% | -$343K | 0.12% | 171 |
|
|
2016
Q2 | $10.1M | Sell |
187,292
-7,024
| -4% | -$406K | 0.1% | 180 |
|
|
2016
Q1 | $11.3M | Sell |
194,316
-12,217
| -6% | -$637K | 0.11% | 165 |
|
|
2015
Q4 | $12.6M | Buy |
206,533
+17,692
| +9% | +$1.03M | 0.13% | 159 |
|
|
2015
Q3 | $8.34M | Buy |
188,841
+1,151
| +0.6% | +$57.8K | 0.1% | 179 |
|
|
2015
Q2 | $9.4M | Sell |
187,690
-816
| -0.4% | -$46.6K | 0.11% | 191 |
|
|
2015
Q1 | $11.1M | Sell |
188,506
-71
| -0% | -$4.2K | 0.13% | 172 |
|
|
2014
Q4 | $11.3M | Buy |
188,577
+3,644
| +2% | +$211K | 0.14% | 166 |
|
|
2014
Q3 | $10.2M | Buy |
184,933
+2,621
| +1% | +$144K | 0.13% | 172 |
|
|
2014
Q2 | $10.3M | Buy |
182,312
+2,787
| +2% | +$141K | 0.17% | 133 |
|
|
2014
Q1 | $8.83M | Buy |
179,525
+29,522
| +20% | +$1.53M | 0.16% | 143 |
|
|
2013
Q4 | $7.55M | Buy |
150,003
+16,263
| +12% | +$713K | 0.15% | 154 |
|
|
2013
Q3 | $5.51M | Buy |
133,740
+845
| +0.6% | +$31.2K | 0.12% | 178 |
|
|
2013
Q2 | $4.51M | Buy |
+132,895
| New | +$4.95M | 0.11% | 178 |
|
Other funds holding ADSK
JP Morgan Private Wealth Advisors's ADSK Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors opened a new position in Autodesk (ADSK) in Q3 2023: 91,713 shares worth $19M. The stake represents 0.05% of the portfolio and ranks #282 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in ADSK as recently as Q1 2023.
JP Morgan Private Wealth Advisors first reported a position in ADSK in Q2 2013 and has held it in 41 quarters since. The position peaked at $53.8M in Q4 2020. 1,076 funds tracked by Wall St. Rank hold ADSK as of Q3 2023.
- JP Morgan Private Wealth Advisors held 91,713 shares of Autodesk worth $19M as of Q3 2023.
- Autodesk was a new JP Morgan Private Wealth Advisors position in Q3 2023.
- Autodesk made up 0.05% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #282 holding.
- JP Morgan Private Wealth Advisors first reported a position in Autodesk in Q2 2013 and has held it in 41 quarters since.
- JP Morgan Private Wealth Advisors's Autodesk position peaked at $53.8M in Q4 2020.
- 1,076 funds tracked by Wall St. Rank held Autodesk as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.