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Institutional & Family Asset Management’s Asana ASAN Stock Holding History

Institutional & Family Asset Management’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
2022
Q3 		– Sell
-10
Closed – – 707
2022
Q2 		$0 Hold
10
– – ﹤0.01% 723
2022
Q1 		$0 Sell
10
-1
-9% -$52 ﹤0.01% 772
2021
Q4 		$1K Hold
11
– – ﹤0.01% 698
2021
Q3 		$1K Sell
11
-7
-39% -$581 ﹤0.01% 813
2021
Q2 		$1K Buy
+18
New +$695 ﹤0.01% 868

Other funds holding ASAN

HCS
Himension Capital (Singapore) Singapore $1.3B AUM 85.53% 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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Institutional & Family Asset Management's ASAN Position: Q3 2022 in Review

Institutional & Family Asset Management sold out of Asana (ASAN) in Q3 2022, closing a stake of 10 shares.

Institutional & Family Asset Management first reported a position in ASAN in Q2 2021 and held it in 5 quarters. The position peaked at $1K in Q4 2021. 241 funds tracked by Wall St. Rank hold ASAN as of Q3 2022.

  • Institutional & Family Asset Management reported no remaining Asana position as of Q3 2022 after selling out during the quarter.
  • Institutional & Family Asset Management sold 10 Asana shares in Q3 2022.
  • Institutional & Family Asset Management first reported a position in Asana in Q2 2021 and held it in 5 quarters.
  • Institutional & Family Asset Management's Asana position peaked at $1K in Q4 2021.
  • 241 funds tracked by Wall St. Rank held Asana as of Q3 2022.

Based on Institutional & Family Asset Management's 13F filing for Q3 2022, filed 7 Nov 2022.