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Oxford Financial Group’s Autodesk ADSK Stock Holding History

Oxford Financial 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
Q3 		– Sell
-866
Closed -$214K – 297
2024
Q2 		$214K Buy
+866
New +$195K 0.01% 247
2020
Q2 		– Sell
-2,087
Closed -$326K – 188
2020
Q1 		$326K Buy
+2,087
New +$383K 0.07% 110

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Oxford Financial Group's ADSK Position: Q3 2024 in Review

Oxford Financial Group sold out of Autodesk (ADSK) in Q3 2024, closing a stake of 866 shares — an estimated $214K sold.

Oxford Financial Group first reported a position in ADSK in Q1 2020 and held it in 2 quarters. The position peaked at $326K in Q1 2020. 1,197 funds tracked by Wall St. Rank hold ADSK as of Q3 2024.

  • Oxford Financial Group reported no remaining Autodesk position as of Q3 2024 after selling out during the quarter.
  • Oxford Financial Group sold 866 Autodesk shares in Q3 2024, an estimated $214K.
  • Oxford Financial Group first reported a position in Autodesk in Q1 2020 and held it in 2 quarters.
  • Oxford Financial Group's Autodesk position peaked at $326K in Q1 2020.
  • 1,197 funds tracked by Wall St. Rank held Autodesk as of Q3 2024.

Based on Oxford Financial Group's 13F filing for Q3 2024, filed 12 Nov 2024.