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Wealth Alliance’s Autodesk ADSK Stock Holding History

Wealth Alliance’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
-1,401
Closed -$365K – 512
2024
Q1 		$365K Sell
1,401
-81
-5% -$20.5K 0.05% 347
2023
Q4 		$361K Sell
1,482
-31
-2% -$6.69K 0.05% 327
2023
Q3 		$313K Sell
1,513
-51
-3% -$10.7K 0.05% 337
2023
Q2 		$320K Sell
1,564
-280
-15% -$56K 0.05% 356
2023
Q1 		$384K Buy
1,844
+596
+48% +$123K 0.06% 292
2022
Q4 		$233K Sell
1,248
-209
-14% -$41.9K 0.04% 427
2022
Q3 		$272K Buy
+1,457
New +$294K 0.05% 345
2022
Q2 		– Sell
-1,208
Closed -$259K – 441
2022
Q1 		$259K Sell
1,208
-300
-20% -$69.1K 0.05% 359
2021
Q4 		$424K Sell
1,508
-375
-20% -$109K 0.09% 257
2021
Q3 		$537K Buy
1,883
+783
+71% +$240K 0.12% 189
2021
Q2 		$321K Sell
1,100
-30
-3% -$8.56K 0.08% 304
2021
Q1 		$313K Sell
1,130
-127
-10% -$36.6K 0.09% 277
2020
Q4 		$384K Buy
1,257
+98
+8% +$25.8K 0.11% 221
2020
Q3 		$268K Buy
1,159
+25
+2% +$5.94K 0.1% 257
2020
Q2 		$271K Buy
+1,134
New +$223K 0.11% 236

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

Wealth Alliance's ADSK Position: Q2 2024 in Review

Wealth Alliance sold out of Autodesk (ADSK) in Q2 2024, closing a stake of 1,401 shares — an estimated $365K sold.

Wealth Alliance first reported a position in ADSK in Q2 2020 and held it in 15 quarters. The position peaked at $537K in Q3 2021. 1,164 funds tracked by Wall St. Rank hold ADSK as of Q2 2024.

  • Wealth Alliance reported no remaining Autodesk position as of Q2 2024 after selling out during the quarter.
  • Wealth Alliance sold 1,401 Autodesk shares in Q2 2024, an estimated $365K.
  • Wealth Alliance first reported a position in Autodesk in Q2 2020 and held it in 15 quarters.
  • Wealth Alliance's Autodesk position peaked at $537K in Q3 2021.
  • 1,164 funds tracked by Wall St. Rank held Autodesk as of Q2 2024.

Based on Wealth Alliance's 13F filing for Q2 2024, filed 9 Aug 2024.