SPWM
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Spartan Planning & Wealth Management’s Autodesk ADSK Stock Holding History

Spartan Planning & 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
2023
Q4 		$69.9K Sell
287
-216
-43% -$46.6K 0.07% 118
2023
Q3 		$104K Buy
+503
New +$106K 0.12% 73
2022
Q4 		$934 Sell
5
-8
-62% -$1.6K ﹤0.01% 135
2022
Q3 		$2K Buy
+13
New +$2.63K ﹤0.01% 65

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Spartan Planning & Wealth Management's ADSK Position: Q4 2023 in Review

Spartan Planning & Wealth Management reduced its Autodesk (ADSK) stake by 43% in Q4 2023, selling an estimated $46.6K and leaving 287 shares worth $69.9K. The position accounts for 0.07% of the portfolio, ranked #118.

Spartan Planning & Wealth Management first reported a position in ADSK in Q3 2022 and has held it in 4 quarters since. The position peaked at $104K in Q3 2023. 1,163 funds tracked by Wall St. Rank hold ADSK as of Q4 2023.

  • Spartan Planning & Wealth Management held 287 shares of Autodesk worth $69.9K as of Q4 2023.
  • Spartan Planning & Wealth Management sold 216 Autodesk shares in Q4 2023, an estimated $46.6K.
  • Autodesk made up 0.07% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #118 holding.
  • Spartan Planning & Wealth Management first reported a position in Autodesk in Q3 2022 and has held it in 4 quarters since.
  • Spartan Planning & Wealth Management's Autodesk position peaked at $104K in Q3 2023.
  • 1,163 funds tracked by Wall St. Rank held Autodesk as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.