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WealthPlan Investment Management’s Airbnb ABNB Stock Holding History

WealthPlan Investment Management’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
2023
Q2 		– Sell
-179
Closed -$22.3K – 373
2023
Q1 		$22.3K Buy
+179
New +$20.4K ﹤0.01% 291

Other funds holding ABNB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WealthPlan Investment Management's ABNB Position: Q2 2023 in Review

WealthPlan Investment Management sold out of Airbnb (ABNB) in Q2 2023, closing a stake of 179 shares — an estimated $22.3K sold.

WealthPlan Investment Management first reported a position in ABNB in Q1 2023 and held it in 1 quarter. The position peaked at $22.3K in Q1 2023. 1,031 funds tracked by Wall St. Rank hold ABNB as of Q2 2023.

  • WealthPlan Investment Management reported no remaining Airbnb position as of Q2 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 179 Airbnb shares in Q2 2023, an estimated $22.3K.
  • WealthPlan Investment Management first reported a position in Airbnb in Q1 2023 and held it in 1 quarter.
  • WealthPlan Investment Management's Airbnb position peaked at $22.3K in Q1 2023.
  • 1,031 funds tracked by Wall St. Rank held Airbnb as of Q2 2023.

Based on WealthPlan Investment Management's 13F filing for Q2 2023, filed 25 Jul 2023.