Atwood & Palmer’s Asana ASAN Stock Holding History

Atwood & Palmer’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 Q2	–	Sell	-2	Closed	-$31	–	437
2024 Q1	$31	Hold	2	–	–	﹤0.01%	412
2023 Q4	$39	Hold	2	–	–	﹤0.01%	399
2023 Q3	$37	Buy	+2	New	+$42	﹤0.01%	417

Other funds holding ASAN

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Atwood & Palmer's ASAN Position: Q2 2024 in Review

Atwood & Palmer sold out of Asana (ASAN) in Q2 2024, closing a stake of 2 shares — an estimated $31 sold.

Atwood & Palmer first reported a position in ASAN in Q3 2023 and held it in 3 quarters. The position peaked at $39 in Q4 2023. 216 funds tracked by Wall St. Rank hold ASAN as of Q2 2024.

Atwood & Palmer reported no remaining Asana position as of Q2 2024 after selling out during the quarter.
Atwood & Palmer sold 2 Asana shares in Q2 2024, an estimated $31.
Atwood & Palmer first reported a position in Asana in Q3 2023 and held it in 3 quarters.
Atwood & Palmer's Asana position peaked at $39 in Q4 2023.
216 funds tracked by Wall St. Rank held Asana as of Q2 2024.

Based on Atwood & Palmer's 13F filing for Q2 2024, filed 10 Jul 2024.