VF
ADSK icon

VitalStone Financial’s Autodesk ADSK Stock Holding History

VitalStone Financial’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 		$163K Sell
592
-797
-57% -$201K 0.11% 114
2024
Q2 		$344K Buy
+1,389
New +$312K 0.25% 76

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

VitalStone Financial's ADSK Position: Q3 2024 in Review

VitalStone Financial reduced its Autodesk (ADSK) stake by 57% in Q3 2024, selling an estimated $201K and leaving 592 shares worth $163K. The position accounts for 0.11% of the portfolio, ranked #114.

VitalStone Financial first reported a position in ADSK in Q2 2024 and has held it in 2 quarters since. The position peaked at $344K in Q2 2024. 1,196 funds tracked by Wall St. Rank hold ADSK as of Q3 2024.

  • VitalStone Financial held 592 shares of Autodesk worth $163K as of Q3 2024.
  • VitalStone Financial sold 797 Autodesk shares in Q3 2024, an estimated $201K.
  • Autodesk made up 0.11% of VitalStone Financial's portfolio in Q3 2024, its #114 holding.
  • VitalStone Financial first reported a position in Autodesk in Q2 2024 and has held it in 2 quarters since.
  • VitalStone Financial's Autodesk position peaked at $344K in Q2 2024.
  • 1,196 funds tracked by Wall St. Rank held Autodesk as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.