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Householder Group Estate & Retirement Specialist’s Asana ASAN Stock Holding History

Householder Group Estate & Retirement Specialist’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 		$0 Sell
23
-150
-87% -$2.48K ﹤0.01% 1211
2022
Q4 		$2K Hold
173
– – ﹤0.01% 308
2022
Q3 		$3K Buy
+173
New +$3.71K ﹤0.01% 911

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

Householder Group Estate & Retirement Specialist's ASAN Position: Q1 2023 in Review

Householder Group Estate & Retirement Specialist reduced its Asana (ASAN) stake by 87% in Q1 2023, selling an estimated $2.48K and leaving 23 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1211.

Householder Group Estate & Retirement Specialist first reported a position in ASAN in Q3 2022 and has held it in 3 quarters since. The position peaked at $3K in Q3 2022. 227 funds tracked by Wall St. Rank hold ASAN as of Q1 2023.

  • Householder Group Estate & Retirement Specialist held 23 shares of Asana worth $0 as of Q1 2023.
  • Householder Group Estate & Retirement Specialist sold 150 Asana shares in Q1 2023, an estimated $2.48K.
  • Asana made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q1 2023, its #1211 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Asana in Q3 2022 and has held it in 3 quarters since.
  • Householder Group Estate & Retirement Specialist's Asana position peaked at $3K in Q3 2022.
  • 227 funds tracked by Wall St. Rank held Asana as of Q1 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2023, filed 13 Apr 2023.