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Prio Wealth Limited Partnership’s Autodesk ADSK Stock Holding History

Prio Wealth Limited Partnership’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 		$14.7M Buy
53,352
+672
+1% +$169K 0.43% 59
2024
Q2 		$13M Sell
52,680
-713
-1% -$160K 0.39% 63
2024
Q1 		$13.9M Buy
+53,393
New +$13.5M 0.4% 64

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 $3.37T AUM 44.26% 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

Prio Wealth Limited Partnership's ADSK Position: Q3 2024 in Review

Prio Wealth Limited Partnership increased its Autodesk (ADSK) stake by 1.3% in Q3 2024, buying an estimated $169K and bringing the position to 53,352 shares worth $14.7M. The position accounts for 0.43% of the portfolio, ranked #59.

Prio Wealth Limited Partnership first reported a position in ADSK in Q1 2024 and has held it in 3 quarters since. 1,197 funds tracked by Wall St. Rank hold ADSK as of Q3 2024.

  • Prio Wealth Limited Partnership held 53,352 shares of Autodesk worth $14.7M as of Q3 2024.
  • Prio Wealth Limited Partnership bought 672 Autodesk shares in Q3 2024, an estimated $169K.
  • Autodesk made up 0.43% of Prio Wealth Limited Partnership's portfolio in Q3 2024, its #59 holding.
  • Prio Wealth Limited Partnership first reported a position in Autodesk in Q1 2024 and has held it in 3 quarters since.
  • 1,197 funds tracked by Wall St. Rank held Autodesk as of Q3 2024.

Based on Prio Wealth Limited Partnership's 13F filing for Q3 2024, filed 21 Oct 2024.