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Marietta Wealth Management’s Autodesk ADSK Stock Holding History

Marietta 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 		– Sell
-10,873
Closed -$2.83M – 107
2024
Q1 		$2.83M Buy
10,873
+356
+3% +$90.1K 0.47% 73
2023
Q4 		$2.56M Buy
10,517
+672
+7% +$145K 0.46% 77
2023
Q3 		$2.04M Buy
+9,845
New +$2.07M 0.4% 78

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

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

Marietta Wealth Management sold out of Autodesk (ADSK) in Q2 2024, closing a stake of 10,873 shares — an estimated $2.83M sold.

Marietta Wealth Management first reported a position in ADSK in Q3 2023 and held it in 3 quarters. The position peaked at $2.83M in Q1 2024. 1,162 funds tracked by Wall St. Rank hold ADSK as of Q2 2024.

  • Marietta Wealth Management reported no remaining Autodesk position as of Q2 2024 after selling out during the quarter.
  • Marietta Wealth Management sold 10,873 Autodesk shares in Q2 2024, an estimated $2.83M.
  • Marietta Wealth Management first reported a position in Autodesk in Q3 2023 and held it in 3 quarters.
  • Marietta Wealth Management's Autodesk position peaked at $2.83M in Q1 2024.
  • 1,162 funds tracked by Wall St. Rank held Autodesk as of Q2 2024.

Based on Marietta Wealth Management's 13F filing for Q2 2024, filed 19 Jul 2024.