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Beacon Pointe Advisors, LLC

SEC CIK
0001744317
Latest filing
Aug 18, 2026

ASAN holding history

Asana, Inc. in every 13F filed by Beacon Pointe Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ASAN overviewAll 13F holders of ASANFull Q2 2026 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q3 2023
Holdings of ASAN by Beacon Pointe Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−28,163−100.0%Sold outHolders
Q1 202428,163$436.2K<0.1%−10,113−26.4%ReducedHolders
Q4 202338,276$727.6K<0.1%+4,401+13.0%AddedHolders
Q3 202333,875$620.3K<0.1%+33,875NewHolders