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WealthPlan Investment Management’s Autodesk ADSK Stock Holding History

WealthPlan Investment 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
2023
Q4 		– Sell
-4,604
Closed -$953K – 191
2023
Q3 		$953K Buy
4,604
+2,415
+110% +$507K 0.17% 92
2023
Q2 		$448K Sell
2,189
-2,031
-48% -$406K 0.13% 96
2023
Q1 		$878K Sell
4,220
-4,126
-49% -$850K 0.15% 93
2022
Q4 		$1.87M Sell
8,346
-389
-4% -$78.1K 0.13% 128
2022
Q3 		$1.69M Buy
+8,735
New +$1.77M 0.12% 126
2022
Q1 		$1.84M Buy
+9,698
New +$2.23M 0.13% 123

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 $3.38T AUM 44.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthPlan Investment Management's ADSK Position: Q4 2023 in Review

WealthPlan Investment Management sold out of Autodesk (ADSK) in Q4 2023, closing a stake of 4,604 shares — an estimated $953K sold.

WealthPlan Investment Management first reported a position in ADSK in Q1 2022 and held it in 6 quarters. The position peaked at $1.87M in Q4 2022. 1,163 funds tracked by Wall St. Rank hold ADSK as of Q4 2023.

  • WealthPlan Investment Management reported no remaining Autodesk position as of Q4 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 4,604 Autodesk shares in Q4 2023, an estimated $953K.
  • WealthPlan Investment Management first reported a position in Autodesk in Q1 2022 and held it in 6 quarters.
  • WealthPlan Investment Management's Autodesk position peaked at $1.87M in Q4 2022.
  • 1,163 funds tracked by Wall St. Rank held Autodesk as of Q4 2023.

Based on WealthPlan Investment Management's 13F filing for Q4 2023, filed 5 Jan 2024.