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Evermay Wealth Management’s Asana ASAN Stock Holding History

Evermay 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
2023
Q1 		– Sell
-20
Closed -$275 – 542
2022
Q4 		$275 Hold
20
– – ﹤0.01% 538
2022
Q3 		$0 Hold
20
– – ﹤0.01% 513
2022
Q2 		$0 Hold
20
– – ﹤0.01% 513
2022
Q1 		$1K Buy
+20
New +$1.04K ﹤0.01% 496

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
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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Evermay Wealth Management's ASAN Position: Q1 2023 in Review

Evermay Wealth Management sold out of Asana (ASAN) in Q1 2023, closing a stake of 20 shares — an estimated $275 sold.

Evermay Wealth Management first reported a position in ASAN in Q1 2022 and held it in 4 quarters. The position peaked at $1K in Q1 2022. 227 funds tracked by Wall St. Rank hold ASAN as of Q1 2023.

  • Evermay Wealth Management reported no remaining Asana position as of Q1 2023 after selling out during the quarter.
  • Evermay Wealth Management sold 20 Asana shares in Q1 2023, an estimated $275.
  • Evermay Wealth Management first reported a position in Asana in Q1 2022 and held it in 4 quarters.
  • Evermay Wealth Management's Asana position peaked at $1K in Q1 2022.
  • 227 funds tracked by Wall St. Rank held Asana as of Q1 2023.

Based on Evermay Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.