Cornerstone Planning Group
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Cornerstone Planning Group’s Asana ASAN Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-170
Closed -$1.17K – 278
2026
Q2 		$1.17K Hold
170
– – ﹤0.01% 1461
2026
Q1 		$1.25K Buy
+170
New +$1.5K ﹤0.01% 1400

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Cornerstone Planning Group's ASAN Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Asana (ASAN) in Q3 2026, closing a stake of 170 shares — an estimated $1.17K sold.

Cornerstone Planning Group first reported a position in ASAN in Q1 2026 and held it in 2 quarters. The position peaked at $1.25K in Q1 2026. 26 funds tracked by Wall St. Rank hold ASAN as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Asana position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 170 Asana shares in Q3 2026, an estimated $1.17K.
  • Cornerstone Planning Group first reported a position in Asana in Q1 2026 and held it in 2 quarters.
  • Cornerstone Planning Group's Asana position peaked at $1.25K in Q1 2026.
  • 26 funds tracked by Wall St. Rank held Asana as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.