CA
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Clearstead Advisors’s Asana ASAN Stock Holding History

Clearstead 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 		– Sell
-28
Closed -$384 – 2289
2025
Q4 		$384 Sell
28
-35
-56% -$481 ﹤0.01% 2338
2025
Q3 		$842 Sell
63
-724
-92% -$10.2K ﹤0.01% 2647
2025
Q2 		$10.6K Buy
+787
New +$12.3K ﹤0.01% 1871
2022
Q4 		– Sell
-65
Closed -$1K – 1315
2022
Q3 		$1K Hold
65
– – ﹤0.01% 1125
2022
Q2 		$1K Hold
65
– – ﹤0.01% 1153
2022
Q1 		$3K Buy
65
+30
+86% +$1.56K ﹤0.01% 1133
2021
Q4 		$3K Hold
35
– – ﹤0.01% 1050
2021
Q3 		$4K Buy
35
+10
+40% +$830 ﹤0.01% 1041
2021
Q2 		$2K Buy
+25
New +$965 ﹤0.01% 1015

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