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FWM
Focused Wealth Management’s
Asana
ASAN
Stock Holding History
Focused Wealth Management’s Portfolio
ASAN Stock Details
ASAN Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
–
Sell
-227
Closed
-$4.32K
–
260
2023
Q4
$4.32K
Hold
227
–
–
﹤0.01%
680
2023
Q3
$4.16K
Hold
227
–
–
﹤0.01%
672
2023
Q2
$5K
Hold
227
–
–
﹤0.01%
663
2023
Q1
$4.8K
Buy
227
+127
+127%
+$2.1K
﹤0.01%
680
2022
Q4
$1.38K
Sell
100
-100
-50%
-$1.81K
﹤0.01%
820
2022
Q3
$4K
Hold
200
–
–
﹤0.01%
645
2022
Q2
$4K
Hold
200
–
–
﹤0.01%
630
2022
Q1
$8K
Hold
200
–
–
﹤0.01%
575
2021
Q4
$15K
Hold
200
–
–
﹤0.01%
524
2021
Q3
$21K
Hold
200
–
–
﹤0.01%
497
2021
Q2
$12K
Hold
200
–
–
﹤0.01%
578
2021
Q1
$6K
Hold
200
–
–
﹤0.01%
675
2020
Q4
$6K
Hold
200
–
–
﹤0.01%
623
2020
Q3
$6K
Buy
+200
New
+$5.76K
﹤0.01%
571
Other funds holding ASAN
VOYA Investment Management
Atlanta, Georgia
$96.1B AUM
40.06%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
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
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co
New York
$8.34B AUM
46.58%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
First Trust Advisors
Wheaton, Illinois
$140B AUM
27.84%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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