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VisionPoint Advisory Group’s Autodesk ADSK Stock Holding History

VisionPoint Advisory Group’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
Q2 		– Sell
-266
Closed -$69.3K – 811
2024
Q1 		$69.3K Buy
266
+29
+12% +$7.34K 0.03% 240
2023
Q4 		$57.7K Buy
237
+42
+22% +$9.07K 0.02% 226
2023
Q3 		$40.3K Buy
195
+136
+231% +$28.6K 0.02% 263
2023
Q2 		$12.1K Buy
+59
New +$11.8K ﹤0.01% 378

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
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
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 $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

VisionPoint Advisory Group's ADSK Position: Q2 2024 in Review

VisionPoint Advisory Group sold out of Autodesk (ADSK) in Q2 2024, closing a stake of 266 shares — an estimated $69.3K sold.

VisionPoint Advisory Group first reported a position in ADSK in Q2 2023 and held it in 4 quarters. The position peaked at $69.3K in Q1 2024. 1,164 funds tracked by Wall St. Rank hold ADSK as of Q2 2024.

  • VisionPoint Advisory Group reported no remaining Autodesk position as of Q2 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 266 Autodesk shares in Q2 2024, an estimated $69.3K.
  • VisionPoint Advisory Group first reported a position in Autodesk in Q2 2023 and held it in 4 quarters.
  • VisionPoint Advisory Group's Autodesk position peaked at $69.3K in Q1 2024.
  • 1,164 funds tracked by Wall St. Rank held Autodesk as of Q2 2024.

Based on VisionPoint Advisory Group's 13F filing for Q2 2024, filed 1 Aug 2024.