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Salvus Wealth Management’s Autodesk ADSK Stock Holding History

Salvus 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
Q2 		– Sell
-1,515
Closed -$395K – 111
2024
Q1 		$395K Sell
1,515
-89
-6% -$22.5K 0.27% 84
2023
Q4 		$391K Sell
1,604
-43
-3% -$9.29K 0.28% 85
2023
Q3 		$341K Buy
1,647
+8
+0.5% +$1.68K 0.27% 89
2023
Q2 		$335K Buy
1,639
+60
+4% +$12K 0.26% 90
2023
Q1 		$329K Buy
1,579
+181
+13% +$37.3K 0.27% 89
2022
Q4 		$261K Sell
1,398
-180
-11% -$36.1K 0.24% 83
2022
Q3 		$295K Buy
1,578
+41
+3% +$8.29K 0.28% 84
2022
Q2 		$264K Buy
1,537
+52
+4% +$10K 0.24% 88
2022
Q1 		$318K Buy
1,485
+474
+47% +$109K 0.24% 85
2021
Q4 		$284K Buy
1,011
+121
+14% +$35.3K 0.21% 86
2021
Q3 		$254K Buy
+890
New +$272K 0.21% 86

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Salvus Wealth Management's ADSK Position: Q2 2024 in Review

Salvus Wealth Management sold out of Autodesk (ADSK) in Q2 2024, closing a stake of 1,515 shares — an estimated $395K sold.

Salvus Wealth Management first reported a position in ADSK in Q3 2021 and held it in 11 quarters. The position peaked at $395K in Q1 2024. 1,164 funds tracked by Wall St. Rank hold ADSK as of Q2 2024.

  • Salvus Wealth Management reported no remaining Autodesk position as of Q2 2024 after selling out during the quarter.
  • Salvus Wealth Management sold 1,515 Autodesk shares in Q2 2024, an estimated $395K.
  • Salvus Wealth Management first reported a position in Autodesk in Q3 2021 and held it in 11 quarters.
  • Salvus Wealth Management's Autodesk position peaked at $395K in Q1 2024.
  • 1,164 funds tracked by Wall St. Rank held Autodesk as of Q2 2024.

Based on Salvus Wealth Management's 13F filing for Q2 2024, filed 17 Jul 2024.