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One Wealth Management Investment & Advisory Services’s Autodesk ADSK Stock Holding History

One Wealth Management Investment & Advisory Services’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
-2,041
Closed -$505K – 50
2024
Q2 		$505K Sell
2,041
-2,565
-56% -$576K 0.2% 65
2024
Q1 		$1.2M Buy
4,606
+576
+14% +$146K 0.49% 34
2023
Q4 		$981K Buy
+4,030
New +$870K 0.44% 44

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's ADSK Position: Q3 2024 in Review

One Wealth Management Investment & Advisory Services sold out of Autodesk (ADSK) in Q3 2024, closing a stake of 2,041 shares — an estimated $505K sold.

One Wealth Management Investment & Advisory Services first reported a position in ADSK in Q4 2023 and held it in 3 quarters. The position peaked at $1.2M in Q1 2024. 1,196 funds tracked by Wall St. Rank hold ADSK as of Q3 2024.

  • One Wealth Management Investment & Advisory Services reported no remaining Autodesk position as of Q3 2024 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 2,041 Autodesk shares in Q3 2024, an estimated $505K.
  • One Wealth Management Investment & Advisory Services first reported a position in Autodesk in Q4 2023 and held it in 3 quarters.
  • One Wealth Management Investment & Advisory Services's Autodesk position peaked at $1.2M in Q1 2024.
  • 1,196 funds tracked by Wall St. Rank held Autodesk as of Q3 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q3 2024, filed 6 Nov 2024.