QPWM
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Quadrant Private Wealth Management’s Autodesk ADSK Stock Holding History

Quadrant Private Wealth Management’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
2023
Q4 		– Sell
-1,350
Closed -$279K – 234
2023
Q3 		$279K Sell
1,350
-153
-10% -$32.1K 0.09% 169
2023
Q2 		$308K Hold
1,503
– – 0.09% 183
2023
Q1 		$313K Sell
1,503
-2
-0.1% -$412 0.1% 173
2022
Q4 		$281K Buy
+1,505
New +$302K 0.09% 186
2022
Q2 		$246K Buy
+1,429
New +$275K 0.1% 172

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Quadrant Private Wealth Management's ADSK Position: Q4 2023 in Review

Quadrant Private Wealth Management sold out of Autodesk (ADSK) in Q4 2023, closing a stake of 1,350 shares — an estimated $279K sold.

Quadrant Private Wealth Management first reported a position in ADSK in Q2 2022 and held it in 5 quarters. The position peaked at $313K in Q1 2023. 1,163 funds tracked by Wall St. Rank hold ADSK as of Q4 2023.

  • Quadrant Private Wealth Management reported no remaining Autodesk position as of Q4 2023 after selling out during the quarter.
  • Quadrant Private Wealth Management sold 1,350 Autodesk shares in Q4 2023, an estimated $279K.
  • Quadrant Private Wealth Management first reported a position in Autodesk in Q2 2022 and held it in 5 quarters.
  • Quadrant Private Wealth Management's Autodesk position peaked at $313K in Q1 2023.
  • 1,163 funds tracked by Wall St. Rank held Autodesk as of Q4 2023.

Based on Quadrant Private Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.