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Westside Investment Management’s Asana ASAN Stock Holding History

Westside Investment Management’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
-500
Closed -$7.03K – 987
2024
Q3 		$7.03K Hold
500
– – ﹤0.01% 732
2024
Q2 		$7K Hold
500
– – ﹤0.01% 710
2024
Q1 		$7.7K Hold
500
– – ﹤0.01% 667
2023
Q4 		$9.51K Hold
500
– – ﹤0.01% 601
2023
Q3 		$9.15K Hold
500
– – ﹤0.01% 601
2023
Q2 		$11K Hold
500
– – ﹤0.01% 570
2023
Q1 		$10.6K Hold
500
– – ﹤0.01% 576
2022
Q4 		$6.63K Hold
500
– – 0.02% 207
2022
Q3 		$11.1K Buy
+500
New +$10.7K 0.03% 196

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

Westside Investment Management's ASAN Position: Q4 2024 in Review

Westside Investment Management sold out of Asana (ASAN) in Q4 2024, closing a stake of 500 shares — an estimated $7.03K sold.

Westside Investment Management first reported a position in ASAN in Q3 2022 and held it in 9 quarters. The position peaked at $11.1K in Q3 2022. 235 funds tracked by Wall St. Rank hold ASAN as of Q4 2024.

  • Westside Investment Management reported no remaining Asana position as of Q4 2024 after selling out during the quarter.
  • Westside Investment Management sold 500 Asana shares in Q4 2024, an estimated $7.03K.
  • Westside Investment Management first reported a position in Asana in Q3 2022 and held it in 9 quarters.
  • Westside Investment Management's Asana position peaked at $11.1K in Q3 2022.
  • 235 funds tracked by Wall St. Rank held Asana as of Q4 2024.

Based on Westside Investment Management's 13F filing for Q4 2024, filed 17 Jan 2025.