Private Wealth Asset Management’s Asana ASAN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-200
Closed -$1.28K 935
2026
Q1
$1.28K Buy
+200
New +$1.76K ﹤0.01% 865

Other funds holding ASAN

Private Wealth Asset Management's ASAN Position: Q2 2026 in Review

Private Wealth Asset Management sold out of Asana (ASAN) in Q2 2026, closing a stake of 200 shares — an estimated $1.28K sold.

Private Wealth Asset Management first reported a position in ASAN in Q1 2026 and held it in 1 quarter. The position peaked at $1.28K in Q1 2026. 262 funds tracked by Wall St. Rank hold ASAN as of Q2 2026.

  • Private Wealth Asset Management reported no remaining Asana position as of Q2 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 200 Asana shares in Q2 2026, an estimated $1.28K.
  • Private Wealth Asset Management first reported a position in Asana in Q1 2026 and held it in 1 quarter.
  • Private Wealth Asset Management's Asana position peaked at $1.28K in Q1 2026.
  • 262 funds tracked by Wall St. Rank held Asana as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.