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Alera Investment Advisors’s Meta Platforms (Facebook) META Stock Holding History

Alera Investment Advisors’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 		$4.16M Buy
7,273
+1,053
+17% +$542K 0.49% 34
2024
Q2 		$3.14M Buy
6,220
+3,444
+124% +$1.67M 0.38% 43
2024
Q1 		$1.35M Buy
2,776
+876
+46% +$391K 0.18% 42
2023
Q4 		$673K Buy
1,900
+85
+5% +$27.7K 0.09% 96
2023
Q3 		$545K Buy
1,815
+27
+2% +$8.13K 0.09% 103
2023
Q2 		$513K Sell
1,788
-856
-32% -$211K 0.11% 112
2023
Q1 		$560K Buy
2,644
+924
+54% +$157K 0.13% 98
2022
Q4 		$207K Sell
1,720
-1,310
-43% -$154K 0.05% 164
2022
Q3 		$410K Sell
3,030
-47
-2% -$7.62K 0.12% 117
2022
Q2 		$496K Buy
3,077
+27
+0.9% +$5.21K 0.14% 106
2022
Q1 		$678K Buy
3,050
+1,959
+180% +$490K 0.16% 91
2021
Q4 		$367K Sell
1,091
-1,072
-50% -$356K 0.1% 67
2021
Q3 		$734K Sell
2,163
-1
-0% -$360 0.22% 43
2021
Q2 		$752K Sell
2,164
-264
-11% -$84.7K 0.23% 41
2021
Q1 		$715K Buy
2,428
+55
+2% +$14.8K 0.24% 41
2020
Q4 		$648K Sell
2,373
-70
-3% -$19.2K 0.23% 39
2020
Q3 		$640K Buy
2,443
+1,200
+97% +$309K 0.26% 38
2020
Q2 		$282K Sell
1,243
-370
-23% -$77.2K 0.15% 54
2020
Q1 		$269K Sell
1,613
-545
-25% -$107K 0.16% 52
2019
Q4 		$443K Sell
2,158
-2,224
-51% -$431K 0.2% 38
2019
Q3 		$780K Sell
4,382
-15
-0.3% -$2.85K 0.39% 29
2019
Q2 		$849K Buy
4,397
+9
+0.2% +$1.64K 0.44% 26
2019
Q1 		$731K Sell
4,388
-15
-0.3% -$2.38K 0.36% 27
2018
Q4 		$577K Buy
+4,403
New +$638K 0.35% 40

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

Alera Investment Advisors's META Position: Q3 2024 in Review

Alera Investment Advisors increased its Meta Platforms (Facebook) (META) stake by 17% in Q3 2024, buying an estimated $542K and bringing the position to 7,273 shares worth $4.16M. The position accounts for 0.49% of the portfolio, ranked #34.

Alera Investment Advisors first reported a position in META in Q4 2018 and has held it in 24 quarters since. 4,196 funds tracked by Wall St. Rank hold META as of Q3 2024.

  • Alera Investment Advisors held 7,273 shares of Meta Platforms (Facebook) worth $4.16M as of Q3 2024.
  • Alera Investment Advisors bought 1,053 Meta Platforms (Facebook) shares in Q3 2024, an estimated $542K.
  • Meta Platforms (Facebook) made up 0.49% of Alera Investment Advisors's portfolio in Q3 2024, its #34 holding.
  • Alera Investment Advisors first reported a position in Meta Platforms (Facebook) in Q4 2018 and has held it in 24 quarters since.
  • 4,196 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.