SFS
ASAN icon

Sowell Financial Services’s Asana ASAN Stock Holding History

Sowell Financial Services’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
2020
Q4 		– Sell
-500
Closed -$14K – 2684
2020
Q3 		$14K Buy
+500
New +$14.4K ﹤0.01% 1688

Other funds holding ASAN

GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sowell Financial Services's ASAN Position: Q4 2020 in Review

Sowell Financial Services sold out of Asana (ASAN) in Q4 2020, closing a stake of 500 shares — an estimated $14K sold.

Sowell Financial Services first reported a position in ASAN in Q3 2020 and held it in 1 quarter. The position peaked at $14K in Q3 2020. 135 funds tracked by Wall St. Rank hold ASAN as of Q4 2020.

  • Sowell Financial Services reported no remaining Asana position as of Q4 2020 after selling out during the quarter.
  • Sowell Financial Services sold 500 Asana shares in Q4 2020, an estimated $14K.
  • Sowell Financial Services first reported a position in Asana in Q3 2020 and held it in 1 quarter.
  • Sowell Financial Services's Asana position peaked at $14K in Q3 2020.
  • 135 funds tracked by Wall St. Rank held Asana as of Q4 2020.

Based on Sowell Financial Services's 13F filing for Q4 2020, filed 13 Jan 2021.