Center for Financial Planning »

Asana shares owned by Center for Financial Planning

Quarter-by-quarter ownership of Asana (ASAN) shares owned by Center for Financial Planning from 13F filings

Historical chart of Center for Financial Planning investment in Asana

Tip: Access up to 7 years of quarterly data

All positions including Asana held by Center for Financial Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Asana by Center for Financial Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $122k 6.0k 20.27
2024-09-30 $70k 6.0k 11.59

More positions owned by Center for Financial Planning

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Microsoft Corporation (MSFT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Center for Financial Planning

Top funds holding Asana

Ing Investment Management
Vanguard Group
BlackRock
State Street Corporation
Goldman Sachs Group
Voloridge Investment Management
Morgan Stanley
Citadel Advisors
Arrowstreet Capital, Limited Partnership
Geode Capital Management
First Trust Advisors
D. E. Shaw & Co
Susquehanna International
Two Sigma Investments
Gilder, Gagnon, Howe & Co

View all funds holding Asana