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WR Wealth Planners’s Asana ASAN Stock Holding History

WR Wealth Planners’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 		$426 Hold
21
– – ﹤0.01% 1004
2024
Q3 		$243 Hold
21
– – ﹤0.01% 1099
2024
Q2 		$294 Buy
+21
New +$299 ﹤0.01% 1087
2022
Q3 		– Sell
-74
Closed -$1.3K – 525
2022
Q2 		$1.3K Hold
74
– – ﹤0.01% 441
2022
Q1 		$2.96K Buy
+74
New +$3.85K ﹤0.01% 403

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

WR Wealth Planners's ASAN Position: Q4 2024 in Review

WR Wealth Planners held its Asana (ASAN) position steady in Q4 2024 at 21 shares worth $426. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

WR Wealth Planners first reported a position in ASAN in Q1 2022 and has held it in 5 quarters since. The position peaked at $2.96K in Q1 2022. 235 funds tracked by Wall St. Rank hold ASAN as of Q4 2024.

  • WR Wealth Planners held 21 shares of Asana worth $426 as of Q4 2024.
  • WR Wealth Planners left its Asana share count unchanged in Q4 2024.
  • Asana made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1004 holding.
  • WR Wealth Planners first reported a position in Asana in Q1 2022 and has held it in 5 quarters since.
  • WR Wealth Planners's Asana position peaked at $2.96K in Q1 2022.
  • 235 funds tracked by Wall St. Rank held Asana as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.