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SteelPeak Wealth’s Autodesk ADSK Stock Holding History

SteelPeak Wealth’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
-8,000
Closed -$1.95M – 477
2023
Q4 		$1.95M Hold
8,000
– – 0.11% 146
2023
Q3 		$1.66M Buy
8,000
+1,800
+29% +$378K 0.1% 146
2023
Q2 		$1.27M Buy
6,200
+1,000
+19% +$200K 0.08% 166
2023
Q1 		$1.08M Sell
5,200
-12
-0.2% -$2.47K 0.07% 161
2022
Q4 		$974K Buy
5,212
+200
+4% +$40.1K 0.07% 175
2022
Q3 		$936K Sell
5,012
-38
-0.8% -$7.68K 0.07% 173
2022
Q2 		$868K Buy
5,050
+50
+1% +$9.62K 0.06% 181
2022
Q1 		$1.07M Buy
5,000
+2,800
+127% +$645K 0.06% 181
2021
Q4 		$619K Buy
+2,200
New +$641K 0.04% 226

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
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

SteelPeak Wealth's ADSK Position: Q1 2024 in Review

SteelPeak Wealth sold out of Autodesk (ADSK) in Q1 2024, closing a stake of 8,000 shares — an estimated $1.95M sold.

SteelPeak Wealth first reported a position in ADSK in Q4 2021 and held it in 9 quarters. The position peaked at $1.95M in Q4 2023. 1,204 funds tracked by Wall St. Rank hold ADSK as of Q1 2024.

  • SteelPeak Wealth reported no remaining Autodesk position as of Q1 2024 after selling out during the quarter.
  • SteelPeak Wealth sold 8,000 Autodesk shares in Q1 2024, an estimated $1.95M.
  • SteelPeak Wealth first reported a position in Autodesk in Q4 2021 and held it in 9 quarters.
  • SteelPeak Wealth's Autodesk position peaked at $1.95M in Q4 2023.
  • 1,204 funds tracked by Wall St. Rank held Autodesk as of Q1 2024.

Based on SteelPeak Wealth's 13F filing for Q1 2024, filed 18 Apr 2024.