AWM
ASAN icon

Avitas Wealth Management’s Asana ASAN Stock Holding History

Avitas 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
2020
Q4 		– Sell
-9,658
Closed -$278K – 209
2020
Q3 		$278K Buy
+9,658
New +$278K 0.08% 175

Other funds holding ASAN

GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Avitas Wealth Management's ASAN Position: Q4 2020 in Review

Avitas Wealth Management sold out of Asana (ASAN) in Q4 2020, closing a stake of 9,658 shares — an estimated $278K sold.

Avitas Wealth Management first reported a position in ASAN in Q3 2020 and held it in 1 quarter. The position peaked at $278K in Q3 2020. 135 funds tracked by Wall St. Rank hold ASAN as of Q4 2020.

  • Avitas Wealth Management reported no remaining Asana position as of Q4 2020 after selling out during the quarter.
  • Avitas Wealth Management sold 9,658 Asana shares in Q4 2020, an estimated $278K.
  • Avitas Wealth Management first reported a position in Asana in Q3 2020 and held it in 1 quarter.
  • Avitas Wealth Management's Asana position peaked at $278K in Q3 2020.
  • 135 funds tracked by Wall St. Rank held Asana as of Q4 2020.

Based on Avitas Wealth Management's 13F filing for Q4 2020, filed 26 Feb 2021.