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West Financial Advisors’s Asana ASAN Stock Holding History

West Financial 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
2024
Q4 		– Sell
-99
Closed -$1.15K – 207
2024
Q3 		$1.15K Hold
99
– – ﹤0.01% 172
2024
Q2 		$1.39K Hold
99
– – ﹤0.01% 144
2024
Q1 		$1.53K Hold
99
– – ﹤0.01% 139
2023
Q4 		$1.88K Sell
99
-1
-1% -$19 ﹤0.01% 141
2023
Q3 		$1.83K Hold
100
– – ﹤0.01% 178
2023
Q2 		$2.2K Hold
100
– – ﹤0.01% 152
2023
Q1 		$2.11K Hold
100
– – ﹤0.01% 137
2022
Q4 		$1.38K Hold
100
– – ﹤0.01% 139
2022
Q3 		$2K Hold
100
– – ﹤0.01% 160
2022
Q2 		$2K Buy
+100
New +$2.52K ﹤0.01% 148

Other funds holding ASAN

VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

West Financial Advisors's ASAN Position: Q4 2024 in Review

West Financial Advisors sold out of Asana (ASAN) in Q4 2024, closing a stake of 99 shares — an estimated $1.15K sold.

West Financial Advisors first reported a position in ASAN in Q2 2022 and held it in 10 quarters. The position peaked at $2.2K in Q2 2023. 235 funds tracked by Wall St. Rank hold ASAN as of Q4 2024.

  • West Financial Advisors reported no remaining Asana position as of Q4 2024 after selling out during the quarter.
  • West Financial Advisors sold 99 Asana shares in Q4 2024, an estimated $1.15K.
  • West Financial Advisors first reported a position in Asana in Q2 2022 and held it in 10 quarters.
  • West Financial Advisors's Asana position peaked at $2.2K in Q2 2023.
  • 235 funds tracked by Wall St. Rank held Asana as of Q4 2024.

Based on West Financial Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.