LF
ADSK icon

Lee Financial’s Autodesk ADSK Stock Holding History

Lee Financial’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
Q1 		– Sell
-28
Closed -$6.82K – 160
2023
Q4 		$6.82K Hold
28
– – ﹤0.01% 492
2023
Q3 		$5.79K Hold
28
– – ﹤0.01% 497
2023
Q2 		$5.73K Hold
28
– – ﹤0.01% 483
2023
Q1 		$5.83K Sell
28
-3
-10% -$618 ﹤0.01% 505
2022
Q4 		$5.79K Hold
31
– – ﹤0.01% 532
2022
Q3 		$5K Buy
31
+3
+11% +$606 ﹤0.01% 524
2022
Q2 		$5K Buy
+28
New +$5.38K ﹤0.01% 543
2022
Q1 		– Sell
-4
Closed -$1K – 750
2021
Q4 		$1K Sell
4
-2
-33% -$583 ﹤0.01% 807
2021
Q3 		$2K Hold
6
– – ﹤0.01% 580
2021
Q2 		$2K Buy
+6
New +$1.71K ﹤0.01% 536

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Lee Financial's ADSK Position: Q1 2024 in Review

Lee Financial sold out of Autodesk (ADSK) in Q1 2024, closing a stake of 28 shares — an estimated $6.82K sold.

Lee Financial first reported a position in ADSK in Q2 2021 and held it in 10 quarters. The position peaked at $6.82K in Q4 2023. 1,204 funds tracked by Wall St. Rank hold ADSK as of Q1 2024.

  • Lee Financial reported no remaining Autodesk position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 28 Autodesk shares in Q1 2024, an estimated $6.82K.
  • Lee Financial first reported a position in Autodesk in Q2 2021 and held it in 10 quarters.
  • Lee Financial's Autodesk position peaked at $6.82K in Q4 2023.
  • 1,204 funds tracked by Wall St. Rank held Autodesk as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.