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Pacific Capital Wealth Advisors’s Autodesk ADSK Stock Holding History

Pacific Capital Wealth 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
-18
Closed -$4.45K – 493
2024
Q2 		$4.45K Buy
+18
New +$4.04K ﹤0.01% 391

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

Pacific Capital Wealth Advisors's ADSK Position: Q3 2024 in Review

Pacific Capital Wealth Advisors sold out of Autodesk (ADSK) in Q3 2024, closing a stake of 18 shares — an estimated $4.45K sold.

Pacific Capital Wealth Advisors first reported a position in ADSK in Q2 2024 and held it in 1 quarter. The position peaked at $4.45K in Q2 2024. 1,197 funds tracked by Wall St. Rank hold ADSK as of Q3 2024.

  • Pacific Capital Wealth Advisors reported no remaining Autodesk position as of Q3 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 18 Autodesk shares in Q3 2024, an estimated $4.45K.
  • Pacific Capital Wealth Advisors first reported a position in Autodesk in Q2 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Autodesk position peaked at $4.45K in Q2 2024.
  • 1,197 funds tracked by Wall St. Rank held Autodesk as of Q3 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.