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Reston Wealth Management’s Autodesk ADSK Stock Holding History

Reston 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
2024
Q4 		– Sell
-25
Closed -$6.89K – 59
2024
Q3 		$6.89K Buy
+25
New +$6.29K ﹤0.01% 278

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 $3.38T AUM 44.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Reston Wealth Management's ADSK Position: Q4 2024 in Review

Reston Wealth Management sold out of Autodesk (ADSK) in Q4 2024, closing a stake of 25 shares — an estimated $6.89K sold.

Reston Wealth Management first reported a position in ADSK in Q3 2024 and held it in 1 quarter. The position peaked at $6.89K in Q3 2024. 1,303 funds tracked by Wall St. Rank hold ADSK as of Q4 2024.

  • Reston Wealth Management reported no remaining Autodesk position as of Q4 2024 after selling out during the quarter.
  • Reston Wealth Management sold 25 Autodesk shares in Q4 2024, an estimated $6.89K.
  • Reston Wealth Management first reported a position in Autodesk in Q3 2024 and held it in 1 quarter.
  • Reston Wealth Management's Autodesk position peaked at $6.89K in Q3 2024.
  • 1,303 funds tracked by Wall St. Rank held Autodesk as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.