Cypress Point Wealth Management’s Asana ASAN Stock Holding History

Cypress Point 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
2022 Q2	–	Sell	-7,612	Closed	-$304K	–	26
2022 Q1	$304K	Hold	7,612	–	–	0.31%	28
2021 Q4	$567K	Hold	7,612	–	–	0.53%	23
2021 Q3	$790K	Hold	7,612	–	–	0.56%	18
2021 Q2	$472K	Sell	7,612 -1,719	-18%	-$66.3K	0.34%	21
2021 Q1	$267K	Buy	9,331 +8,307	+811%	+$287K	0.28%	21
2020 Q4	$30K	Buy	+1,024	New	+$26.2K	0.05%	117

Other funds holding ASAN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

HCS

Himension Capital (Singapore) Singapore $1.63B AUM 148.03% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

Cypress Point Wealth Management's ASAN Position: Q2 2022 in Review

Cypress Point Wealth Management sold out of Asana (ASAN) in Q2 2022, closing a stake of 7,612 shares — an estimated $304K sold.

Cypress Point Wealth Management first reported a position in ASAN in Q4 2020 and held it in 6 quarters. The position peaked at $790K in Q3 2021. 238 funds tracked by Wall St. Rank hold ASAN as of Q2 2022.

Cypress Point Wealth Management reported no remaining Asana position as of Q2 2022 after selling out during the quarter.
Cypress Point Wealth Management sold 7,612 Asana shares in Q2 2022, an estimated $304K.
Cypress Point Wealth Management first reported a position in Asana in Q4 2020 and held it in 6 quarters.
Cypress Point Wealth Management's Asana position peaked at $790K in Q3 2021.
238 funds tracked by Wall St. Rank held Asana as of Q2 2022.

Based on Cypress Point Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.