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Peterson Financial Group’s Autodesk ADSK Stock Holding History

Peterson 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 		$5.51K Buy
+20
New +$5.03K 0.02% 283
2023
Q1 		– Sell
-3,154
Closed -$590K – 23
2022
Q4 		$590K Sell
3,154
-1,800
-36% -$361K 0.78% 53
2022
Q3 		$925K Sell
4,954
-339
-6% -$68.5K 0.9% 47
2022
Q2 		$910K Buy
5,293
+567
+12% +$109K 0.86% 46
2022
Q1 		$1.01M Buy
4,726
+522
+12% +$120K 0.84% 49
2021
Q4 		$1.18M Buy
+4,204
New +$1.23M 0.96% 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

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

Peterson Financial Group opened a new position in Autodesk (ADSK) in Q3 2024: 20 shares worth $5.51K. The stake represents 0.02% of the portfolio and ranks #283 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in ADSK as recently as Q4 2022.

Peterson Financial Group first reported a position in ADSK in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.18M in Q4 2021. 1,196 funds tracked by Wall St. Rank hold ADSK as of Q3 2024.

  • Peterson Financial Group held 20 shares of Autodesk worth $5.51K as of Q3 2024.
  • Autodesk was a new Peterson Financial Group position in Q3 2024.
  • Autodesk made up 0.02% of Peterson Financial Group's portfolio in Q3 2024, its #283 holding.
  • Peterson Financial Group first reported a position in Autodesk in Q4 2021 and has held it in 6 quarters since.
  • Peterson Financial Group's Autodesk position peaked at $1.18M in Q4 2021.
  • 1,196 funds tracked by Wall St. Rank held Autodesk as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.