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Bell Investment Advisors’s Asana ASAN Stock Holding History

Bell Investment Advisors’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
2026
Q1 		$455 Buy
+71
New +$625 ﹤0.01% 1785
2024
Q3 		– Sell
-36
Closed -$504 – 1888
2024
Q2 		$504 Hold
36
– – ﹤0.01% 1817
2024
Q1 		$558 Sell
36
-28
-44% -$501 ﹤0.01% 1785
2023
Q4 		$1.22K Buy
64
+28
+78% +$544 ﹤0.01% 1524
2023
Q3 		$660 Sell
36
-23
-39% -$481 ﹤0.01% 1685
2023
Q2 		$1.3K Sell
59
-23
-28% -$461 ﹤0.01% 1497
2023
Q1 		$1.73K Buy
82
+46
+128% +$762 ﹤0.01% 1335
2022
Q4 		$496 Buy
36
+15
+71% +$272 ﹤0.01% 1845
2022
Q3 		$0 Buy
+21
New +$451 ﹤0.01% 1716
2021
Q4 		– Sell
-8
Closed -$1K – 1764
2021
Q3 		$1K Buy
+8
New +$664 ﹤0.01% 1259

Other funds holding ASAN

VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return