9WM
META icon

9258 Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

9258 Wealth Management’s Portfolio META Stock Details META Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$1.93M Buy
3,365
+10
+0.3% +$5.14K 0.28% 71
2024
Q2 		$1.69M Buy
3,355
+102
+3% +$49.6K 0.26% 79
2024
Q1 		$1.58M Sell
3,253
-740
-19% -$330K 0.25% 83
2023
Q4 		$1.41M Buy
3,993
+1,594
+66% +$519K 0.25% 81
2023
Q3 		$720K Buy
2,399
+520
+28% +$157K 0.14% 139
2023
Q2 		$539K Sell
1,879
-73
-4% -$18K 0.1% 173
2023
Q1 		$414K Sell
1,952
-86
-4% -$14.6K 0.08% 205
2022
Q4 		$245K Sell
2,038
-527
-21% -$61.9K 0.05% 274
2022
Q3 		$348K Sell
2,565
-983
-28% -$159K 0.09% 218
2022
Q2 		$572K Buy
3,548
+478
+16% +$92.2K 0.15% 158
2022
Q1 		$683K Buy
3,070
+42
+1% +$10.5K 0.16% 148
2021
Q4 		$1.02M Sell
3,028
-5
-0.2% -$1.66K 0.23% 101
2021
Q3 		$1.03M Sell
3,033
-218
-7% -$78.5K 0.27% 85
2021
Q2 		$1.13M Sell
3,251
-227
-7% -$72.8K 0.3% 73
2021
Q1 		$1.02M Sell
3,478
-358
-9% -$96.4K 0.31% 77
2020
Q4 		$1.05M Sell
3,836
-44
-1% -$12.1K 0.34% 65
2020
Q3 		$1.02M Sell
3,880
-43
-1% -$11.1K 0.39% 57
2020
Q2 		$891K Buy
3,923
+66
+2% +$13.8K 0.36% 72
2020
Q1 		$723K Buy
3,857
+1
+0% +$196 0.32% 88
2019
Q4 		$791K Buy
3,856
+2,126
+123% +$412K 0.29% 99
2019
Q3 		$308K Buy
1,730
+16
+0.9% +$3.04K 0.24% 129
2019
Q2 		$331K Buy
1,714
+466
+37% +$85.1K 0.27% 122
2019
Q1 		$208K Buy
+1,248
New +$198K 0.18% 151

Other funds holding META

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

9258 Wealth Management's META Position: Q3 2024 in Review

9258 Wealth Management increased its Meta Platforms (Facebook) (META) stake by 0.3% in Q3 2024, buying an estimated $5.14K and bringing the position to 3,365 shares worth $1.93M. The position accounts for 0.28% of the portfolio, ranked #71.

9258 Wealth Management first reported a position in META in Q1 2019 and has held it in 23 quarters since. 4,195 funds tracked by Wall St. Rank hold META as of Q3 2024.

  • 9258 Wealth Management held 3,365 shares of Meta Platforms (Facebook) worth $1.93M as of Q3 2024.
  • 9258 Wealth Management bought 10 Meta Platforms (Facebook) shares in Q3 2024, an estimated $5.14K.
  • Meta Platforms (Facebook) made up 0.28% of 9258 Wealth Management's portfolio in Q3 2024, its #71 holding.
  • 9258 Wealth Management first reported a position in Meta Platforms (Facebook) in Q1 2019 and has held it in 23 quarters since.
  • 4,195 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.