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TrinityPoint Wealth, LLC

SEC CIK
0001766510
Latest filing
Feb 14, 2025

ASAN holding history

Asana, Inc. in every 13F filed by TrinityPoint Wealth, 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 Q4 2024 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q1 2024
Holdings of ASAN by TrinityPoint Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−62,725−100.0%Sold outHolders
Q1 202462,725$971.6K0.2%+62,725NewHolders