LSAG
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Lake Street Advisors Group’s Autodesk ADSK Stock Holding History

Lake Street Advisors Group’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
Q4 		$615K Buy
2,081
+213
+11% +$62.9K 0.03% 298
2024
Q3 		$515K Buy
1,868
+29
+2% +$7.3K 0.02% 330
2024
Q2 		$455K Sell
1,839
-306
-14% -$68.7K 0.02% 343
2024
Q1 		$559K Buy
2,145
+46
+2% +$11.6K 0.03% 323
2023
Q4 		$511K Buy
+2,099
New +$453K 0.03% 325
2021
Q3 		– Sell
-995
Closed -$330K – 231
2021
Q2 		$330K Buy
995
+15
+2% +$4.28K 0.02% 227
2021
Q1 		$272K Hold
980
– – 0.02% 254
2020
Q4 		$299K Buy
980
+55
+6% +$14.5K 0.02% 223
2020
Q3 		$214K Sell
925
-37
-4% -$8.79K 0.02% 254
2020
Q2 		$230K Buy
+962
New +$189K 0.02% 238
2018
Q3 		– Sell
-2,046
Closed -$268K – 219
2018
Q2 		$268K Sell
2,046
-32
-2% -$4.24K 0.03% 249
2018
Q1 		$261K Buy
+2,078
New +$247K 0.03% 240

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Lake Street Advisors Group's ADSK Position: Q4 2024 in Review

Lake Street Advisors Group increased its Autodesk (ADSK) stake by 11% in Q4 2024, buying an estimated $62.9K and bringing the position to 2,081 shares worth $615K. The position accounts for 0.03% of the portfolio, ranked #298.

Lake Street Advisors Group first reported a position in ADSK in Q1 2018 and has held it in 12 quarters since. 1,302 funds tracked by Wall St. Rank hold ADSK as of Q4 2024.

  • Lake Street Advisors Group held 2,081 shares of Autodesk worth $615K as of Q4 2024.
  • Lake Street Advisors Group bought 213 Autodesk shares in Q4 2024, an estimated $62.9K.
  • Autodesk made up 0.03% of Lake Street Advisors Group's portfolio in Q4 2024, its #298 holding.
  • Lake Street Advisors Group first reported a position in Autodesk in Q1 2018 and has held it in 12 quarters since.
  • 1,302 funds tracked by Wall St. Rank held Autodesk as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.