Planned Solutions’s Autodesk ADSK Stock Holding History

Planned Solutions’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 Q4	–	Sell	-2	Closed	-$551	–	121
2024 Q3	$551	Buy	+2	New	+$503	﹤0.01%	606
2024 Q1	–	Sell	-2	Closed	-$487	–	108
2023 Q4	$487	Buy	+2	New	+$432	﹤0.01%	549

Other funds holding ADSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Planned Solutions's ADSK Position: Q4 2024 in Review

Planned Solutions sold out of Autodesk (ADSK) in Q4 2024, closing a stake of 2 shares — an estimated $551 sold.

Planned Solutions first reported a position in ADSK in Q4 2023 and held it in 2 quarters. The position peaked at $551 in Q3 2024. 1,303 funds tracked by Wall St. Rank hold ADSK as of Q4 2024.

Planned Solutions reported no remaining Autodesk position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 2 Autodesk shares in Q4 2024, an estimated $551.
Planned Solutions first reported a position in Autodesk in Q4 2023 and held it in 2 quarters.
Planned Solutions's Autodesk position peaked at $551 in Q3 2024.
1,303 funds tracked by Wall St. Rank held Autodesk as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.