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Autodesk shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of Autodesk (ADSK) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management investment in Autodesk

Tip: Access up to 7 years of quarterly data

All positions including Autodesk held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Autodesk by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $953k 4.6k 206.91
2023-06-30 $448k 2.2k 204.61
2023-03-31 $878k 4.2k 208.16
2022-12-31 $1.9M 8.3k 224.01
2022-09-30 $1.7M 8.7k 193.36
2022-03-31 $1.8M 9.7k 189.32

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View all positions for WealthPlan Investment Management

Top funds holding Autodesk

BlackRock
Vanguard Group
State Street Corporation
Loomis, Sayles and
Geode Capital Management
Investec Asset Management
FMR
Massachusetts Financial Services
Ubs Global Asset Management Americas
Brown Advisory Holdings Incorporated
Amundi
Northern Trust
Invesco
Franklin Resources
Henderson Group

View all funds holding Autodesk