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Steward Partners Investment Advisory’s Asana ASAN Stock Holding History

Steward Partners Investment Advisory’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
2025
Q2 		– Sell
-75
Closed -$1.09K – 4126
2025
Q1 		$1.09K Hold
75
– – ﹤0.01% 3756
2024
Q4 		$1.52K Hold
75
– – ﹤0.01% 3695
2024
Q3 		$869 Buy
+75
New +$989 ﹤0.01% 3541
2023
Q1 		– Sell
-40
Closed -$551 – 3315
2022
Q4 		$551 Sell
40
-160
-80% -$2.9K ﹤0.01% 3184
2022
Q3 		$4K Sell
200
-46
-19% -$987 ﹤0.01% 2817
2022
Q2 		$4K Sell
246
-486
-66% -$12.2K ﹤0.01% 2802
2022
Q1 		$29K Buy
732
+294
+67% +$15.3K ﹤0.01% 2186
2021
Q4 		$33K Buy
438
+52
+13% +$5.51K ﹤0.01% 2091
2021
Q3 		$40K Sell
386
-17
-4% -$1.41K ﹤0.01% 1999
2021
Q2 		$25K Sell
403
-3,517
-90% -$136K ﹤0.01% 4719
2021
Q1 		$112K Sell
3,920
-2,990
-43% -$103K ﹤0.01% 1561
2020
Q4 		$204K Buy
6,910
+6,410
+1,282% +$164K ﹤0.01% 1062
2020
Q3 		$14K Buy
+500
New +$14.4K ﹤0.01% 2002

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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Steward Partners Investment Advisory's ASAN Position: Q2 2025 in Review

Steward Partners Investment Advisory sold out of Asana (ASAN) in Q2 2025, closing a stake of 75 shares — an estimated $1.09K sold.

Steward Partners Investment Advisory first reported a position in ASAN in Q3 2020 and held it in 13 quarters. The position peaked at $204K in Q4 2020. 235 funds tracked by Wall St. Rank hold ASAN as of Q2 2025.

  • Steward Partners Investment Advisory reported no remaining Asana position as of Q2 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 75 Asana shares in Q2 2025, an estimated $1.09K.
  • Steward Partners Investment Advisory first reported a position in Asana in Q3 2020 and held it in 13 quarters.
  • Steward Partners Investment Advisory's Asana position peaked at $204K in Q4 2020.
  • 235 funds tracked by Wall St. Rank held Asana as of Q2 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.