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Heritage Wealth Management (Arizona)’s Airbnb ABNB Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio ABNB Stock Details ABNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$8K Hold
50
– – ﹤0.01% 672
2021
Q2 		$8K Hold
50
– – ﹤0.01% 681
2021
Q1 		$9K Buy
+50
New +$9.26K 0.01% 581

Other funds holding ABNB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s ABNB Position: Q3 2021 in Review

Heritage Wealth Management (Arizona) held its Airbnb (ABNB) position steady in Q3 2021 at 50 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #672.

Heritage Wealth Management (Arizona) first reported a position in ABNB in Q1 2021 and has held it in 3 quarters since. The position peaked at $9K in Q1 2021. 864 funds tracked by Wall St. Rank hold ABNB as of Q3 2021.

  • Heritage Wealth Management (Arizona) held 50 shares of Airbnb worth $8K as of Q3 2021.
  • Heritage Wealth Management (Arizona) left its Airbnb share count unchanged in Q3 2021.
  • Airbnb made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q3 2021, its #672 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Airbnb in Q1 2021 and has held it in 3 quarters since.
  • Heritage Wealth Management (Arizona)'s Airbnb position peaked at $9K in Q1 2021.
  • 864 funds tracked by Wall St. Rank held Airbnb as of Q3 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2021, filed 10 Nov 2021.