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Valley Wealth Managers’s Autodesk ADSK Stock Holding History

Valley Wealth Managers’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
-60
Closed -$14.6K – 330
2023
Q4 		$14.6K Hold
60
– – ﹤0.01% 264
2023
Q3 		$12.4K Hold
60
– – ﹤0.01% 281
2023
Q2 		$12.3K Hold
60
– – ﹤0.01% 263
2023
Q1 		$12.5K Hold
60
– – ﹤0.01% 276
2022
Q4 		$11.2K Hold
60
– – ﹤0.01% 291
2022
Q3 		$11K Hold
60
– – ﹤0.01% 313
2022
Q2 		$10K Buy
+60
New +$11.5K ﹤0.01% 327
2017
Q1 		– Sell
-54
Closed -$4K – 203
2016
Q4 		$4K Buy
+54
New +$3.98K ﹤0.01% 196

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

Valley Wealth Managers's ADSK Position: Q1 2024 in Review

Valley Wealth Managers sold out of Autodesk (ADSK) in Q1 2024, closing a stake of 60 shares — an estimated $14.6K sold.

Valley Wealth Managers first reported a position in ADSK in Q4 2016 and held it in 8 quarters. The position peaked at $14.6K in Q4 2023. 1,204 funds tracked by Wall St. Rank hold ADSK as of Q1 2024.

  • Valley Wealth Managers reported no remaining Autodesk position as of Q1 2024 after selling out during the quarter.
  • Valley Wealth Managers sold 60 Autodesk shares in Q1 2024, an estimated $14.6K.
  • Valley Wealth Managers first reported a position in Autodesk in Q4 2016 and held it in 8 quarters.
  • Valley Wealth Managers's Autodesk position peaked at $14.6K in Q4 2023.
  • 1,204 funds tracked by Wall St. Rank held Autodesk as of Q1 2024.

Based on Valley Wealth Managers's 13F filing for Q1 2024, filed 3 May 2024.