WealthPLAN Partners’s Autodesk ADSK Stock Holding History

WealthPLAN Partners’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	-6,232	Closed	-$1.29M	–	320
2023 Q3	$1.29M	Buy	6,232 +3,189	+105%	+$670K	0.15%	134
2023 Q2	$623K	Sell	3,043 -1,685	-36%	-$337K	0.09%	168
2023 Q1	$984K	Sell	4,728 -3,618	-43%	-$745K	0.11%	150
2022 Q4	$1.9M	Buy	+8,346	New	+$1.67M	0.13%	125
2022 Q1	$1.84M	Buy	9,698 +1,668	+21%	+$384K	0.13%	123
2021 Q4	$2.01M	Buy	8,030 +842	+12%	+$245K	0.13%	119
2021 Q3	$1.99M	Buy	7,188 +319	+5%	+$97.6K	0.13%	121
2021 Q2	$2.26M	Buy	6,869 +1,030	+18%	+$294K	0.16%	103
2021 Q1	$1.63M	Buy	5,839 +1,232	+27%	+$355K	0.13%	114
2020 Q4	$1.38M	Buy	4,607 +3,275	+246%	+$863K	0.12%	115
2020 Q3	$327K	Buy	+1,332	New	+$317K	0.03%	240

Other funds holding ADSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthPLAN Partners's ADSK Position: Q4 2023 in Review

WealthPLAN Partners sold out of Autodesk (ADSK) in Q4 2023, closing a stake of 6,232 shares — an estimated $1.29M sold.

WealthPLAN Partners first reported a position in ADSK in Q3 2020 and held it in 11 quarters. The position peaked at $2.26M in Q2 2021. 1,163 funds tracked by Wall St. Rank hold ADSK as of Q4 2023.

WealthPLAN Partners reported no remaining Autodesk position as of Q4 2023 after selling out during the quarter.
WealthPLAN Partners sold 6,232 Autodesk shares in Q4 2023, an estimated $1.29M.
WealthPLAN Partners first reported a position in Autodesk in Q3 2020 and held it in 11 quarters.
WealthPLAN Partners's Autodesk position peaked at $2.26M in Q2 2021.
1,163 funds tracked by Wall St. Rank held Autodesk as of Q4 2023.

Based on WealthPLAN Partners's 13F filing for Q4 2023, filed 5 Jan 2024.