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WR Wealth Planners’s Autodesk ADSK Stock Holding History

WR Wealth Planners’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
Q4 		$4.14K Buy
14
+2
+17% +$591 ﹤0.01% 732
2024
Q3 		$3.31K Hold
12
– – ﹤0.01% 811
2024
Q2 		$2.97K Buy
12
+3
+33% +$674 ﹤0.01% 807
2024
Q1 		$2.34K Buy
+9
New +$2.28K ﹤0.01% 847

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

WR Wealth Planners's ADSK Position: Q4 2024 in Review

WR Wealth Planners increased its Autodesk (ADSK) stake by 17% in Q4 2024, buying an estimated $591 and bringing the position to 14 shares worth $4.14K. The position accounts for ﹤0.01% of the portfolio, ranked #732.

WR Wealth Planners first reported a position in ADSK in Q1 2024 and has held it in 4 quarters since. 1,302 funds tracked by Wall St. Rank hold ADSK as of Q4 2024.

  • WR Wealth Planners held 14 shares of Autodesk worth $4.14K as of Q4 2024.
  • WR Wealth Planners bought 2 Autodesk shares in Q4 2024, an estimated $591.
  • Autodesk made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #732 holding.
  • WR Wealth Planners first reported a position in Autodesk in Q1 2024 and has held it in 4 quarters since.
  • 1,302 funds tracked by Wall St. Rank held Autodesk as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.