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Wetzel Investment Advisors’s Autodesk ADSK Stock Holding History

Wetzel Investment Advisors’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 		– Sell
-88
Closed -$22.9K – 135
2024
Q2 		$22.9K Hold
88
– – 0.01% 327
2024
Q1 		$18.5K Hold
88
– – 0.01% 388
2023
Q4 		$21K Buy
+88
New +$19K 0.01% 367

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

Wetzel Investment Advisors's ADSK Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Autodesk (ADSK) in Q3 2024, closing a stake of 88 shares — an estimated $22.9K sold.

Wetzel Investment Advisors first reported a position in ADSK in Q4 2023 and held it in 3 quarters. The position peaked at $22.9K in Q2 2024. 1,195 funds tracked by Wall St. Rank hold ADSK as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Autodesk position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 88 Autodesk shares in Q3 2024, an estimated $22.9K.
  • Wetzel Investment Advisors first reported a position in Autodesk in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Autodesk position peaked at $22.9K in Q2 2024.
  • 1,195 funds tracked by Wall St. Rank held Autodesk as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.