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Autodesk shares owned by Crestmont Private Wealth

Quarter-by-quarter ownership of Autodesk (ADSK) shares owned by Crestmont Private Wealth from 13F filings

Historical chart of Crestmont Private Wealth investment in Autodesk

Tip: Access up to 7 years of quarterly data

All positions including Autodesk held by Crestmont Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Autodesk by Crestmont Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $336k 1.3k 260.42
2023-12-31 $284k 1.2k 243.48
2023-09-30 $227k 1.1k 206.91
2023-06-30 $272k 1.3k 204.61

More positions owned by Crestmont Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Us Real Estate E (DFAR)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Spdr Ser Tr Portfli High Yld (SPHY)
Ishares Tr Us Treas Bd Etf (GOVT)
Stellar Bancorp Ord (STEL)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Chevron Corporation (CVX)

View all positions for Crestmont Private Wealth

Top funds holding Autodesk

Vanguard Group
BlackRock
T. Rowe Price Associates
Loomis, Sayles and
FMR
Polen Capital Management
Geode Capital Management
Reed Conner & Birdwell
Investec Asset Management
Sustainable Growth Advisers
ClearBridge Advisors
Fil
Pictet Asset Management Holding SA
Brown Advisory Holdings Incorporated
Morgan Stanley

View all funds holding Autodesk