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Abich Financial Wealth Management’s Asana ASAN Stock Holding History

Abich Financial Wealth Management’s Portfolio ASAN Stock Details ASAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-68
Closed -$1.29K – 556
2023
Q4 		$1.29K Buy
+68
New +$1.32K ﹤0.01% 363

Other funds holding ASAN

VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Abich Financial Wealth Management's ASAN Position: Q1 2024 in Review

Abich Financial Wealth Management sold out of Asana (ASAN) in Q1 2024, closing a stake of 68 shares — an estimated $1.29K sold.

Abich Financial Wealth Management first reported a position in ASAN in Q4 2023 and held it in 1 quarter. The position peaked at $1.29K in Q4 2023. 213 funds tracked by Wall St. Rank hold ASAN as of Q1 2024.

  • Abich Financial Wealth Management reported no remaining Asana position as of Q1 2024 after selling out during the quarter.
  • Abich Financial Wealth Management sold 68 Asana shares in Q1 2024, an estimated $1.29K.
  • Abich Financial Wealth Management first reported a position in Asana in Q4 2023 and held it in 1 quarter.
  • Abich Financial Wealth Management's Asana position peaked at $1.29K in Q4 2023.
  • 213 funds tracked by Wall St. Rank held Asana as of Q1 2024.

Based on Abich Financial Wealth Management's 13F filing for Q1 2024, filed 21 Jun 2024.