HWA
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HHM Wealth Advisors’s Asana ASAN Stock Holding History

HHM Wealth Advisors’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
Q4 		– Sell
-40
Closed -$733 – 746
2023
Q3 		$733 Hold
40
– – ﹤0.01% 744
2023
Q2 		$882 Hold
40
– – ﹤0.01% 756
2023
Q1 		$846 Hold
40
– – ﹤0.01% 777
2022
Q4 		$551 Sell
40
-1,300
-97% -$23.6K ﹤0.01% 663
2022
Q3 		$30K Hold
1,340
– – 0.01% 298
2022
Q2 		$24K Hold
1,340
– – 0.01% 397
2022
Q1 		$54K Hold
1,340
– – 0.01% 294
2021
Q4 		$100K Buy
1,340
+1,320
+6,600% +$140K 0.02% 217
2021
Q3 		$2K Buy
+20
New +$1.66K ﹤0.01% 586

Other funds holding ASAN

VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return