LM Advisors’s Autodesk ADSK Stock Holding History

LM Advisors’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 Q3	–	Sell	-1,360	Closed	-$337K	–	172
2024 Q2	$337K	Sell	1,360 -259	-16%	-$58.2K	0.06%	148
2024 Q1	$422K	Hold	1,619	–	–	0.07%	150
2023 Q4	$394K	Buy	+1,619	New	+$350K	0.08%	134

Other funds holding ADSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

LM Advisors's ADSK Position: Q3 2024 in Review

LM Advisors sold out of Autodesk (ADSK) in Q3 2024, closing a stake of 1,360 shares — an estimated $337K sold.

LM Advisors first reported a position in ADSK in Q4 2023 and held it in 3 quarters. The position peaked at $422K in Q1 2024. 1,197 funds tracked by Wall St. Rank hold ADSK as of Q3 2024.

LM Advisors reported no remaining Autodesk position as of Q3 2024 after selling out during the quarter.
LM Advisors sold 1,360 Autodesk shares in Q3 2024, an estimated $337K.
LM Advisors first reported a position in Autodesk in Q4 2023 and held it in 3 quarters.
LM Advisors's Autodesk position peaked at $422K in Q1 2024.
1,197 funds tracked by Wall St. Rank held Autodesk as of Q3 2024.

Based on LM Advisors's 13F filing for Q3 2024, filed 7 Nov 2024.