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Schechter Investment Advisors’s Autodesk ADSK Stock Holding History

Schechter Investment Advisors’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
2025
Q1 		$544K Sell
2,078
-149
-7% -$42.4K 0.04% 344
2024
Q4 		$658K Sell
2,227
-259
-10% -$76.5K 0.05% 323
2024
Q3 		$685K Sell
2,486
-4
-0.2% -$1.01K 0.05% 328
2024
Q2 		$616K Sell
2,490
-4,416
-64% -$992K 0.05% 329
2024
Q1 		$1.8M Sell
6,906
-361
-5% -$91.3K 0.13% 140
2023
Q4 		$1.77M Sell
7,267
-234
-3% -$50.5K 0.15% 131
2023
Q3 		$1.55M Sell
7,501
-64
-0.8% -$13.4K 0.15% 137
2023
Q2 		$1.55M Sell
7,565
-1,435
-16% -$287K 0.14% 155
2023
Q1 		$1.87M Sell
9,000
-132
-1% -$27.2K 0.17% 116
2022
Q4 		$1.71M Buy
9,132
+1,331
+17% +$267K 0.16% 145
2022
Q3 		$1.46M Sell
7,801
-834
-10% -$169K 0.14% 171
2022
Q2 		$1.49M Buy
8,635
+1,379
+19% +$265K 0.14% 157
2022
Q1 		$1.55M Buy
7,256
+738
+11% +$170K 0.14% 160
2021
Q4 		$1.83M Buy
+6,518
New +$1.9M 0.17% 134

Other funds holding ADSK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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 $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Schechter Investment Advisors's ADSK Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Autodesk (ADSK) stake by 6.7% in Q1 2025, selling an estimated $42.4K and leaving 2,078 shares worth $544K. The position accounts for 0.04% of the portfolio, ranked #344.

Schechter Investment Advisors first reported a position in ADSK in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.87M in Q1 2023. 1,311 funds tracked by Wall St. Rank hold ADSK as of Q1 2025.

  • Schechter Investment Advisors held 2,078 shares of Autodesk worth $544K as of Q1 2025.
  • Schechter Investment Advisors sold 149 Autodesk shares in Q1 2025, an estimated $42.4K.
  • Autodesk made up 0.04% of Schechter Investment Advisors's portfolio in Q1 2025, its #344 holding.
  • Schechter Investment Advisors first reported a position in Autodesk in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Autodesk position peaked at $1.87M in Q1 2023.
  • 1,311 funds tracked by Wall St. Rank held Autodesk as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.