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Evercore Wealth Management’s Asana ASAN Stock Holding History

Evercore 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
-8,000
Closed -$320K – 398
2022
Q1 		$320K Buy
+8,000
New +$416K 0.01% 346
2021
Q1 		– Sell
-20,000
Closed -$591K – 430
2020
Q4 		$591K Buy
+20,000
New +$511K 0.01% 270

Other funds holding ASAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
HCS
Himension Capital (Singapore) Singapore $1.3B AUM 85.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Evercore Wealth Management's ASAN Position: Q2 2022 in Review

Evercore Wealth Management sold out of Asana (ASAN) in Q2 2022, closing a stake of 8,000 shares — an estimated $320K sold.

Evercore Wealth Management first reported a position in ASAN in Q4 2020 and held it in 2 quarters. The position peaked at $591K in Q4 2020. 238 funds tracked by Wall St. Rank hold ASAN as of Q2 2022.

  • Evercore Wealth Management reported no remaining Asana position as of Q2 2022 after selling out during the quarter.
  • Evercore Wealth Management sold 8,000 Asana shares in Q2 2022, an estimated $320K.
  • Evercore Wealth Management first reported a position in Asana in Q4 2020 and held it in 2 quarters.
  • Evercore Wealth Management's Asana position peaked at $591K in Q4 2020.
  • 238 funds tracked by Wall St. Rank held Asana as of Q2 2022.

Based on Evercore Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.