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Tradition Wealth Management’s Autodesk ADSK Stock Holding History

Tradition 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
Q1 		– Sell
-21
Closed -$5K – 404
2023
Q4 		$5K Buy
21
+1
+5% +$216 ﹤0.01% 1138
2023
Q3 		$4K Hold
20
– – ﹤0.01% 1211
2023
Q2 		$4K Buy
20
+2
+11% +$400 ﹤0.01% 1239
2023
Q1 		$4K Buy
+18
New +$3.71K ﹤0.01% 1182

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

Tradition Wealth Management's ADSK Position: Q1 2024 in Review

Tradition Wealth Management sold out of Autodesk (ADSK) in Q1 2024, closing a stake of 21 shares — an estimated $5K sold.

Tradition Wealth Management first reported a position in ADSK in Q1 2023 and held it in 4 quarters. The position peaked at $5K in Q4 2023. 1,204 funds tracked by Wall St. Rank hold ADSK as of Q1 2024.

  • Tradition Wealth Management reported no remaining Autodesk position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 21 Autodesk shares in Q1 2024, an estimated $5K.
  • Tradition Wealth Management first reported a position in Autodesk in Q1 2023 and held it in 4 quarters.
  • Tradition Wealth Management's Autodesk position peaked at $5K in Q4 2023.
  • 1,204 funds tracked by Wall St. Rank held Autodesk as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.