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TFO Wealth Partners’s Autodesk ADSK Stock Holding History

TFO Wealth Partners’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
-1
Closed -$243 – 793
2023
Q4 		$243 Sell
1
-174
-99% -$37.6K ﹤0.01% 586
2023
Q3 		$35.8K Buy
175
+1
+0.6% +$210 0.01% 108
2023
Q2 		$35.6K Buy
+174
New +$34.8K 0.01% 96
2022
Q3 		– Sell
-5
Closed -$1K – 145
2022
Q2 		$1K Buy
+5
New +$962 ﹤0.01% 370
2022
Q1 		– Sell
-26
Closed -$7K – 119
2021
Q4 		$7K Buy
+26
New +$7.58K ﹤0.01% 99

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

TFO Wealth Partners's ADSK Position: Q1 2024 in Review

TFO Wealth Partners sold out of Autodesk (ADSK) in Q1 2024, closing a stake of 1 share — an estimated $243 sold.

TFO Wealth Partners first reported a position in ADSK in Q4 2021 and held it in 5 quarters. The position peaked at $35.8K in Q3 2023. 1,204 funds tracked by Wall St. Rank hold ADSK as of Q1 2024.

  • TFO Wealth Partners reported no remaining Autodesk position as of Q1 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 Autodesk share in Q1 2024, an estimated $243.
  • TFO Wealth Partners first reported a position in Autodesk in Q4 2021 and held it in 5 quarters.
  • TFO Wealth Partners's Autodesk position peaked at $35.8K in Q3 2023.
  • 1,204 funds tracked by Wall St. Rank held Autodesk as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.