SWS
ADSK icon

SYSTM Wealth Solutions’s Autodesk ADSK Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-198
Closed -$49K – 99
2024
Q2 		$49K Sell
198
-167
-46% -$37.5K 0.01% 285
2024
Q1 		$95.1K Sell
365
-5
-1% -$1.26K 0.01% 484
2023
Q4 		$90.1K Buy
+370
New +$79.9K 0.01% 469
2023
Q3 		– Sell
-1,005
Closed -$206K – 463
2023
Q2 		$206K Sell
1,005
-172
-15% -$34.4K 0.03% 453
2023
Q1 		$245K Sell
1,177
-9,542
-89% -$1.96M 0.04% 415
2022
Q4 		$2M Buy
+10,719
New +$2.15M 0.25% 111

Other funds holding ADSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

SYSTM Wealth Solutions's ADSK Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Autodesk (ADSK) in Q3 2024, closing a stake of 198 shares — an estimated $49K sold.

SYSTM Wealth Solutions first reported a position in ADSK in Q4 2022 and held it in 6 quarters. The position peaked at $2M in Q4 2022. 1,195 funds tracked by Wall St. Rank hold ADSK as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Autodesk position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 198 Autodesk shares in Q3 2024, an estimated $49K.
  • SYSTM Wealth Solutions first reported a position in Autodesk in Q4 2022 and held it in 6 quarters.
  • SYSTM Wealth Solutions's Autodesk position peaked at $2M in Q4 2022.
  • 1,195 funds tracked by Wall St. Rank held Autodesk as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.