Souders Financial Advisors’s Airbnb ABNB Stock Holding History

Souders Financial Advisors’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
2025 Q2	–	Sell	-1,830	Closed	-$219K	–	201
2025 Q1	$219K	Sell	1,830 -1,451	-44%	-$194K	0.03%	176
2024 Q4	$431K	Sell	3,281 -1,449	-31%	-$195K	0.06%	133
2024 Q3	$600K	Sell	4,730 -28	-0.6%	-$3.63K	0.08%	118
2024 Q2	$721K	Sell	4,758 -10	-0.2%	-$1.53K	0.11%	111
2024 Q1	$787K	Sell	4,768 -29	-0.6%	-$4.39K	0.12%	107
2023 Q4	$653K	Buy	4,797 +68	+1%	+$8.77K	0.11%	107
2023 Q3	$649K	Sell	4,729 -258	-5%	-$35.6K	0.12%	106
2023 Q2	$639K	Buy	4,987 +123	+3%	+$14.4K	0.12%	110
2023 Q1	$605K	Sell	4,864 -45	-0.9%	-$5.14K	0.13%	105
2022 Q4	$420K	Sell	4,909 -71	-1%	-$7.17K	0.1%	122
2022 Q3	$523K	Buy	4,980 +612	+14%	+$67.8K	0.14%	105
2022 Q2	$389K	Sell	4,368 -20	-0.5%	-$2.6K	0.11%	111
2022 Q1	$754K	Buy	4,388 +89	+2%	+$14.2K	0.22%	89
2021 Q4	$716K	Sell	4,299 -211	-5%	-$37.2K	0.21%	91
2021 Q3	$757K	Buy	4,510 +302	+7%	+$46.1K	0.24%	81
2021 Q2	$644K	Buy	+4,208	New	+$660K	0.22%	83

Other funds holding ABNB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Edgewood Management

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Polen Capital Management

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return