ZF
ADSK icon

Zhang Financial’s Autodesk ADSK Stock Holding History

Zhang Financial’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
-2,485
Closed -$615K – 278
2024
Q2 		$615K Sell
2,485
-1,880
-43% -$422K 0.04% 172
2024
Q1 		$1.14M Buy
4,365
+1,668
+62% +$422K 0.08% 133
2023
Q4 		$657K Sell
2,697
-47
-2% -$10.1K 0.06% 159
2023
Q3 		$568K Buy
2,744
+640
+30% +$134K 0.06% 150
2023
Q2 		$430K Buy
2,104
+492
+31% +$98.4K 0.04% 169
2023
Q1 		$336K Sell
1,612
-338
-17% -$69.6K 0.04% 181
2022
Q4 		$364K Buy
+1,950
New +$391K 0.05% 175

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Zhang Financial's ADSK Position: Q3 2024 in Review

Zhang Financial sold out of Autodesk (ADSK) in Q3 2024, closing a stake of 2,485 shares — an estimated $615K sold.

Zhang Financial first reported a position in ADSK in Q4 2022 and held it in 7 quarters. The position peaked at $1.14M in Q1 2024. 1,197 funds tracked by Wall St. Rank hold ADSK as of Q3 2024.

  • Zhang Financial reported no remaining Autodesk position as of Q3 2024 after selling out during the quarter.
  • Zhang Financial sold 2,485 Autodesk shares in Q3 2024, an estimated $615K.
  • Zhang Financial first reported a position in Autodesk in Q4 2022 and held it in 7 quarters.
  • Zhang Financial's Autodesk position peaked at $1.14M in Q1 2024.
  • 1,197 funds tracked by Wall St. Rank held Autodesk as of Q3 2024.

Based on Zhang Financial's 13F filing for Q3 2024, filed 15 Oct 2024.