SWM
ADSK icon

SeaCrest Wealth Management’s Autodesk ADSK Stock Holding History

SeaCrest 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
-1,073
Closed -$279K – 614
2024
Q1 		$279K Sell
1,073
-39
-4% -$9.87K 0.03% 465
2023
Q4 		$255K Sell
1,112
-2,217
-67% -$479K 0.03% 505
2023
Q3 		$689K Buy
3,329
+2,105
+172% +$442K 0.09% 235
2023
Q2 		$250K Buy
1,224
+25
+2% +$5K 0.03% 515
2023
Q1 		$250K Sell
1,199
-110
-8% -$22.6K 0.03% 520
2022
Q4 		$245K Hold
1,309
– – 0.04% 503
2022
Q3 		$244K Buy
1,309
+3
+0.2% +$606 0.04% 487
2022
Q2 		$225K Sell
1,306
-121
-8% -$23.3K 0.03% 559
2022
Q1 		$306K Sell
1,427
-61
-4% -$14.1K 0.04% 498
2021
Q4 		$418K Buy
1,488
+48
+3% +$14K 0.05% 409
2021
Q3 		$411K Sell
1,440
-63
-4% -$19.3K 0.05% 396
2021
Q2 		$439K Sell
1,503
-214
-12% -$61K 0.05% 378
2021
Q1 		$476K Sell
1,717
-57
-3% -$16.4K 0.06% 322
2020
Q4 		$542K Sell
1,774
-134
-7% -$35.3K 0.08% 273
2020
Q3 		$441K Buy
1,908
+24
+1% +$5.7K 0.07% 276
2020
Q2 		$451K Buy
1,884
+19
+1% +$3.73K 0.08% 271
2020
Q1 		$291K Buy
1,865
+680
+57% +$125K 0.06% 331
2019
Q4 		$217K Buy
+1,185
New +$192K 0.04% 476
2019
Q2 		– Sell
-1,145
Closed -$178K – 536
2019
Q1 		$178K Hold
1,145
– – 0.03% 511
2018
Q4 		$147K Sell
1,145
-1,056
-48% -$143K 0.03% 524
2018
Q3 		$344K Hold
2,201
– – 0.06% 358
2018
Q2 		$289K Buy
2,201
+106
+5% +$14K 0.05% 379
2018
Q1 		$263K Buy
2,095
+36
+2% +$4.29K 0.05% 397
2017
Q4 		$216K Buy
+2,059
New +$240K 0.04% 468

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
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

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

SeaCrest Wealth Management sold out of Autodesk (ADSK) in Q2 2024, closing a stake of 1,073 shares — an estimated $279K sold.

SeaCrest Wealth Management first reported a position in ADSK in Q4 2017 and held it in 24 quarters. The position peaked at $689K in Q3 2023. 1,164 funds tracked by Wall St. Rank hold ADSK as of Q2 2024.

  • SeaCrest Wealth Management reported no remaining Autodesk position as of Q2 2024 after selling out during the quarter.
  • SeaCrest Wealth Management sold 1,073 Autodesk shares in Q2 2024, an estimated $279K.
  • SeaCrest Wealth Management first reported a position in Autodesk in Q4 2017 and held it in 24 quarters.
  • SeaCrest Wealth Management's Autodesk position peaked at $689K in Q3 2023.
  • 1,164 funds tracked by Wall St. Rank held Autodesk as of Q2 2024.

Based on SeaCrest Wealth Management's 13F filing for Q2 2024, filed 22 Jul 2024.