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Mount Yale Investment Advisors’s Asana ASAN Stock Holding History

Mount Yale Investment Advisors’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
-2,356
Closed -$245K – 463
2021
Q3 		$245K Sell
2,356
-974
-29% -$80.8K 0.03% 402
2021
Q2 		$207K Buy
+3,330
New +$128K 0.03% 406

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

Mount Yale Investment Advisors's ASAN Position: Q4 2021 in Review

Mount Yale Investment Advisors sold out of Asana (ASAN) in Q4 2021, closing a stake of 2,356 shares — an estimated $245K sold.

Mount Yale Investment Advisors first reported a position in ASAN in Q2 2021 and held it in 2 quarters. The position peaked at $245K in Q3 2021. 351 funds tracked by Wall St. Rank hold ASAN as of Q4 2021.

  • Mount Yale Investment Advisors reported no remaining Asana position as of Q4 2021 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 2,356 Asana shares in Q4 2021, an estimated $245K.
  • Mount Yale Investment Advisors first reported a position in Asana in Q2 2021 and held it in 2 quarters.
  • Mount Yale Investment Advisors's Asana position peaked at $245K in Q3 2021.
  • 351 funds tracked by Wall St. Rank held Asana as of Q4 2021.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2021, filed 2 Feb 2022.