IAA
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Independent Advisor Alliance’s Asana ASAN Stock Holding History

Independent Advisor Alliance’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
2021
Q4 		– Sell
-2,135
Closed -$222K – 679
2021
Q3 		$222K Buy
+2,135
New +$177K 0.01% 568

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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Independent Advisor Alliance's ASAN Position: Q4 2021 in Review

Independent Advisor Alliance sold out of Asana (ASAN) in Q4 2021, closing a stake of 2,135 shares — an estimated $222K sold.

Independent Advisor Alliance first reported a position in ASAN in Q3 2021 and held it in 1 quarter. The position peaked at $222K in Q3 2021. 351 funds tracked by Wall St. Rank hold ASAN as of Q4 2021.

  • Independent Advisor Alliance reported no remaining Asana position as of Q4 2021 after selling out during the quarter.
  • Independent Advisor Alliance sold 2,135 Asana shares in Q4 2021, an estimated $222K.
  • Independent Advisor Alliance first reported a position in Asana in Q3 2021 and held it in 1 quarter.
  • Independent Advisor Alliance's Asana position peaked at $222K in Q3 2021.
  • 351 funds tracked by Wall St. Rank held Asana as of Q4 2021.

Based on Independent Advisor Alliance's 13F filing for Q4 2021, filed 11 Feb 2022.