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Root Financial Partners’s Asana ASAN Stock Holding History

Root Financial Partners’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
2026
Q2 		– Sell
-2,281
Closed -$14.6K – 602
2026
Q1 		$14.6K Buy
+2,281
New +$20.1K ﹤0.01% 1499

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HCA
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BTI
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FFA
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Root Financial Partners's ASAN Position: Q2 2026 in Review

Root Financial Partners sold out of Asana (ASAN) in Q2 2026, closing a stake of 2,281 shares — an estimated $14.6K sold.

Root Financial Partners first reported a position in ASAN in Q1 2026 and held it in 1 quarter. The position peaked at $14.6K in Q1 2026. 53 funds tracked by Wall St. Rank hold ASAN as of Q2 2026.

  • Root Financial Partners reported no remaining Asana position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2,281 Asana shares in Q2 2026, an estimated $14.6K.
  • Root Financial Partners first reported a position in Asana in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Asana position peaked at $14.6K in Q1 2026.
  • 53 funds tracked by Wall St. Rank held Asana as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.