RG
ADSK icon

Retirement Group’s Autodesk ADSK Stock Holding History

Retirement Group’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
Q1 		$28.9K Sell
111
-8
-7% -$2.02K 0.01% 305
2023
Q4 		$29K Hold
119
– – 0.01% 288
2023
Q3 		$24.6K Buy
119
+2
+2% +$420 0.01% 289
2023
Q2 		$23.9K Buy
117
+6
+5% +$1.2K 0.01% 295
2023
Q1 		$23K Buy
111
+3
+3% +$618 0.01% 282
2022
Q4 		$20K Buy
108
+3
+3% +$602 0.01% 274
2022
Q3 		$20K Sell
105
-2
-2% -$404 0.02% 177
2022
Q2 		$18K Buy
107
+101
+1,683% +$19.4K 0.01% 337
2022
Q1 		$1K Buy
+6
New +$1.38K ﹤0.01% 659

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 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

Retirement Group's ADSK Position: Q1 2024 in Review

Retirement Group reduced its Autodesk (ADSK) stake by 6.7% in Q1 2024, selling an estimated $2.02K and leaving 111 shares worth $28.9K. The position accounts for 0.01% of the portfolio, ranked #305.

Retirement Group first reported a position in ADSK in Q1 2022 and has held it in 9 quarters since. The position peaked at $29K in Q4 2023. 1,204 funds tracked by Wall St. Rank hold ADSK as of Q1 2024.

  • Retirement Group held 111 shares of Autodesk worth $28.9K as of Q1 2024.
  • Retirement Group sold 8 Autodesk shares in Q1 2024, an estimated $2.02K.
  • Autodesk made up 0.01% of Retirement Group's portfolio in Q1 2024, its #305 holding.
  • Retirement Group first reported a position in Autodesk in Q1 2022 and has held it in 9 quarters since.
  • Retirement Group's Autodesk position peaked at $29K in Q4 2023.
  • 1,204 funds tracked by Wall St. Rank held Autodesk as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.