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Baldwin Wealth Partners’s Asana ASAN Stock Holding History

Baldwin Wealth Partners’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
Q3 		– Sell
-8
Closed -$112 – 1084
2024
Q2 		$112 Buy
+8
New +$114 ﹤0.01% 768

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Baldwin Wealth Partners's ASAN Position: Q3 2024 in Review

Baldwin Wealth Partners sold out of Asana (ASAN) in Q3 2024, closing a stake of 8 shares — an estimated $112 sold.

Baldwin Wealth Partners first reported a position in ASAN in Q2 2024 and held it in 1 quarter. The position peaked at $112 in Q2 2024. 203 funds tracked by Wall St. Rank hold ASAN as of Q3 2024.

  • Baldwin Wealth Partners reported no remaining Asana position as of Q3 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 8 Asana shares in Q3 2024, an estimated $112.
  • Baldwin Wealth Partners first reported a position in Asana in Q2 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's Asana position peaked at $112 in Q2 2024.
  • 203 funds tracked by Wall St. Rank held Asana as of Q3 2024.

Based on Baldwin Wealth Partners's 13F filing for Q3 2024, filed 16 Oct 2024.