A detailed history of Caliber Wealth Management, LLC transactions in Asana, Inc. stock. As of the latest transaction made, Caliber Wealth Management, LLC holds 118,051 shares of ASAN stock, worth $1.51 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
118,051
Previous 109,596 7.71%
Holding current value
$1.51 Million
Previous $2.08 Million 12.24%
% of portfolio
0.97%
Previous 1.22%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024

BUY
$15.28 - $20.07 $129,192 - $169,691
8,455 Added 7.71%
118,051 $1.83 Million
Q4 2023

Apr 22, 2024

SELL
$15.92 - $23.31 $18,276 - $26,759
-1,148 Reduced 1.04%
109,596 $2.08 Million
Q3 2023

Oct 16, 2023

BUY
$17.04 - $24.41 $235,782 - $337,761
13,837 Added 14.28%
110,744 $2.03 Million
Q2 2023

Jul 27, 2023

BUY
$15.62 - $25.03 $1.51 Million - $2.43 Million
96,907 New
96,907 $2.14 Million
Q4 2021

Jan 20, 2022

SELL
$64.2 - $142.68 $112,992 - $251,116
-1,760 Closed
0 $0
Q3 2021

Oct 25, 2021

BUY
$61.33 - $124.48 $107,940 - $219,084
1,760 New
1,760 $208,000

Others Institutions Holding ASAN

About Asana, Inc.


  • Ticker ASAN
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 125,545,000
  • Market Cap $1.6B
  • Description
  • Asana, Inc., together with its subsidiaries, operates a work management platform for individuals, team leads, and executives in the United States and internationally. The company's platform enables teams to orchestrate work from daily tasks to cross-functional strategic initiatives; and manages product launches, marketing campaigns, and organiza...
More about ASAN
Track This Portfolio

Track Caliber Wealth Management, LLC Portfolio

Follow Caliber Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Caliber Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Caliber Wealth Management, LLC with notifications on news.