Lake Point Wealth Management’s Asana ASAN Stock Holding History

Lake Point 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
2022 Q2	$0	Hold	13	–	–	﹤0.01%	439
2022 Q1	$1K	Hold	13	–	–	﹤0.01%	371
2021 Q4	$1K	Hold	13	–	–	﹤0.01%	371
2021 Q3	$1K	Buy	+13	New	+$1.08K	﹤0.01%	350

Other funds holding ASAN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

HCS

Himension Capital (Singapore) Singapore $1.3B AUM 85.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Lake Point Wealth Management's ASAN Position: Q2 2022 in Review

Lake Point Wealth Management held its Asana (ASAN) position steady in Q2 2022 at 13 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #439.

Lake Point Wealth Management first reported a position in ASAN in Q3 2021 and has held it in 4 quarters since. The position peaked at $1K in Q1 2022. 238 funds tracked by Wall St. Rank hold ASAN as of Q2 2022.

Lake Point Wealth Management held 13 shares of Asana worth $0 as of Q2 2022.
Lake Point Wealth Management left its Asana share count unchanged in Q2 2022.
Asana made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #439 holding.
Lake Point Wealth Management first reported a position in Asana in Q3 2021 and has held it in 4 quarters since.
Lake Point Wealth Management's Asana position peaked at $1K in Q1 2022.
238 funds tracked by Wall St. Rank held Asana as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.