PCMC
ADSK icon

Planning Capital Management Corporation’s Autodesk ADSK Stock Holding History

Planning Capital Management Corporation’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
-314
Closed -$77.7K – 782
2024
Q2 		$77.7K Sell
314
-165
-34% -$37.1K 0.05% 157
2024
Q1 		$125K Buy
479
+223
+87% +$56.4K 0.09% 116
2023
Q4 		$62.3K Buy
+256
New +$55.3K 0.05% 177

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

Planning Capital Management Corporation's ADSK Position: Q3 2024 in Review

Planning Capital Management Corporation sold out of Autodesk (ADSK) in Q3 2024, closing a stake of 314 shares — an estimated $77.7K sold.

Planning Capital Management Corporation first reported a position in ADSK in Q4 2023 and held it in 3 quarters. The position peaked at $125K in Q1 2024. 1,196 funds tracked by Wall St. Rank hold ADSK as of Q3 2024.

  • Planning Capital Management Corporation reported no remaining Autodesk position as of Q3 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 314 Autodesk shares in Q3 2024, an estimated $77.7K.
  • Planning Capital Management Corporation first reported a position in Autodesk in Q4 2023 and held it in 3 quarters.
  • Planning Capital Management Corporation's Autodesk position peaked at $125K in Q1 2024.
  • 1,196 funds tracked by Wall St. Rank held Autodesk as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.