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

Aevitas 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
2022
Q1 		– Sell
-5,597
Closed -$1.88M – 122
2021
Q4 		$1.88M Buy
5,597
+310
+6% +$103K 1.12% 23
2021
Q3 		$1.79M Buy
5,287
+595
+13% +$214K 1.14% 23
2021
Q2 		$1.63M Buy
4,692
+740
+19% +$237K 1.04% 28
2021
Q1 		$1.16M Sell
3,952
-16
-0.4% -$4.31K 0.81% 38
2020
Q4 		$1.08M Buy
3,968
+492
+14% +$135K 0.79% 34
2020
Q3 		$910K Buy
3,476
+580
+20% +$150K 0.75% 37
2020
Q2 		$658K Buy
2,896
+633
+28% +$132K 0.61% 46
2020
Q1 		$377K Buy
2,263
+150
+7% +$29.4K 0.42% 67
2019
Q4 		$434K Buy
2,113
+373
+21% +$72.2K 0.41% 66
2019
Q3 		$310K Buy
1,740
+702
+68% +$133K 0.31% 84
2019
Q2 		$200K Sell
1,038
-80
-7% -$14.6K 0.2% 102
2019
Q1 		$186K Buy
1,118
+825
+282% +$131K 0.17% 106
2018
Q4 		$38K Sell
293
-546
-65% -$79.1K 0.04% 199
2018
Q3 		$138K Hold
839
– – 0.13% 122
2018
Q2 		$163K Buy
839
+225
+37% +$40.7K 0.16% 111
2018
Q1 		$98K Buy
614
+183
+42% +$32.9K 0.1% 135
2017
Q4 		$76K Buy
+431
New +$76.2K 0.07% 155

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Aevitas Wealth Management's META Position: Q1 2022 in Review

Aevitas Wealth Management sold out of Meta Platforms (Facebook) (META) in Q1 2022, closing a stake of 5,597 shares — an estimated $1.88M sold.

Aevitas Wealth Management first reported a position in META in Q4 2017 and held it in 17 quarters. The position peaked at $1.88M in Q4 2021. 3,274 funds tracked by Wall St. Rank hold META as of Q1 2022.

  • Aevitas Wealth Management reported no remaining Meta Platforms (Facebook) position as of Q1 2022 after selling out during the quarter.
  • Aevitas Wealth Management sold 5,597 Meta Platforms (Facebook) shares in Q1 2022, an estimated $1.88M.
  • Aevitas Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2017 and held it in 17 quarters.
  • Aevitas Wealth Management's Meta Platforms (Facebook) position peaked at $1.88M in Q4 2021.
  • 3,274 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2022.

Based on Aevitas Wealth Management's 13F filing for Q1 2022, filed 25 Apr 2022.