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Wilbanks Smith & Thomas Asset Management’s Autodesk ADSK Stock Holding History

Wilbanks Smith & Thomas Asset 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
2024
Q1 		$12.9M Buy
49,535
+858
+2% +$217K 0.36% 71
2023
Q4 		$11.9M Buy
48,677
+735
+2% +$159K 0.36% 76
2023
Q3 		$9.92M Buy
47,942
+1,597
+3% +$336K 0.34% 73
2023
Q2 		$9.48M Sell
46,345
-2,371
-5% -$474K 0.31% 77
2023
Q1 		$10.1M Buy
48,716
+320
+0.7% +$65.9K 0.35% 71
2022
Q4 		$9.04M Buy
48,396
+2,043
+4% +$410K 0.34% 71
2022
Q3 		$8.66M Buy
46,353
+2,251
+5% +$455K 0.37% 69
2022
Q2 		$7.58M Buy
44,102
+22,127
+101% +$4.26M 0.32% 77
2022
Q1 		$4.25M Buy
+21,975
New +$5.06M 0.17% 101
2018
Q4 		– Sell
-474
Closed -$74K – 367
2018
Q3 		$74K Buy
+474
New +$66.9K ﹤0.01% 602

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's ADSK Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management increased its Autodesk (ADSK) stake by 1.8% in Q1 2024, buying an estimated $217K and bringing the position to 49,535 shares worth $12.9M. The position accounts for 0.36% of the portfolio, ranked #71.

Wilbanks Smith & Thomas Asset Management first reported a position in ADSK in Q3 2018 and has held it in 10 quarters since. 1,203 funds tracked by Wall St. Rank hold ADSK as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 49,535 shares of Autodesk worth $12.9M as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management bought 858 Autodesk shares in Q1 2024, an estimated $217K.
  • Autodesk made up 0.36% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #71 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Autodesk in Q3 2018 and has held it in 10 quarters since.
  • 1,203 funds tracked by Wall St. Rank held Autodesk as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.