KWM
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Kingsview Wealth Management’s Asana ASAN Stock Holding History

Kingsview Wealth 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
2024
Q2 		– Sell
-17,475
Closed -$271K – 1038
2024
Q1 		$271K Sell
17,475
-2,844
-14% -$50.9K 0.01% 855
2023
Q4 		$386K Buy
20,319
+828
+4% +$16.1K 0.01% 695
2023
Q3 		$357K Sell
19,491
-13,943
-42% -$291K 0.01% 706
2023
Q2 		$737K Buy
+33,434
New +$670K 0.03% 491
2023
Q1 		– Sell
-24,373
Closed -$336K – 888
2022
Q4 		$336K Buy
+24,373
New +$442K 0.01% 623
2022
Q3 		– Sell
-13,614
Closed -$239K – 817
2022
Q2 		$239K Buy
13,614
+577
+4% +$14.5K 0.01% 719
2022
Q1 		$521K Sell
13,037
-1,625
-11% -$84.6K 0.02% 560
2021
Q4 		$1.09M Buy
+14,662
New +$1.55M 0.05% 366

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return