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Rockbridge Investment Management’s Autodesk ADSK Stock Holding History

Rockbridge Investment 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
Q1 		– Sell
-44
Closed -$10.7K – 133
2023
Q4 		$10.7K Buy
+44
New +$9.5K ﹤0.01% 392
2022
Q3 		– Sell
-44
Closed -$7.57K – 111
2022
Q2 		$7.57K Hold
44
– – ﹤0.01% 403
2022
Q1 		$9.37K Hold
44
– – ﹤0.01% 520
2021
Q4 		$12K Hold
44
– – ﹤0.01% 544
2021
Q3 		$13K Hold
44
– – ﹤0.01% 489
2021
Q2 		$13K Hold
44
– – ﹤0.01% 482
2021
Q1 		$12K Hold
44
– – ﹤0.01% 480
2020
Q4 		$13K Hold
44
– – ﹤0.01% 470
2020
Q3 		$10K Hold
44
– – ﹤0.01% 461
2020
Q2 		$11K Buy
+44
New +$8.65K ﹤0.01% 412

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
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

Rockbridge Investment Management's ADSK Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Autodesk (ADSK) in Q1 2024, closing a stake of 44 shares — an estimated $10.7K sold.

Rockbridge Investment Management first reported a position in ADSK in Q2 2020 and held it in 10 quarters. The position peaked at $13K in Q3 2021. 1,204 funds tracked by Wall St. Rank hold ADSK as of Q1 2024.

  • Rockbridge Investment Management reported no remaining Autodesk position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 44 Autodesk shares in Q1 2024, an estimated $10.7K.
  • Rockbridge Investment Management first reported a position in Autodesk in Q2 2020 and held it in 10 quarters.
  • Rockbridge Investment Management's Autodesk position peaked at $13K in Q3 2021.
  • 1,204 funds tracked by Wall St. Rank held Autodesk as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.