BFC Planning, Inc.’s Asana ASAN Stock Holding History

BFC Planning, Inc.’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	-174	Closed	-$1.22K	–	3475
2026 Q2	$1.22K	Buy	+174	New	+$1.17K	﹤0.01%	3108

Other funds holding ASAN

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

BFC Planning, Inc.'s ASAN Position: Q3 2026 in Review

BFC Planning, Inc. sold out of Asana (ASAN) in Q3 2026, closing a stake of 174 shares — an estimated $1.22K sold.

BFC Planning, Inc. first reported a position in ASAN in Q2 2026 and held it in 1 quarter. The position peaked at $1.22K in Q2 2026. 184 funds tracked by Wall St. Rank hold ASAN as of Q3 2026.

BFC Planning, Inc. reported no remaining Asana position as of Q3 2026 after selling out during the quarter.
BFC Planning, Inc. sold 174 Asana shares in Q3 2026, an estimated $1.22K.
BFC Planning, Inc. first reported a position in Asana in Q2 2026 and held it in 1 quarter.
BFC Planning, Inc.'s Asana position peaked at $1.22K in Q2 2026.
184 funds tracked by Wall St. Rank held Asana as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.