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Allie Family Office’s Meta Platforms (Facebook) META Stock Holding History

Allie Family Office’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
2023
Q2 		– Sell
-3,200
Closed -$678K – 78
2023
Q1 		$678K Hold
3,200
– – 0.51% 34
2022
Q4 		$385K Hold
3,200
– – 0.32% 50
2022
Q3 		$434K Hold
3,200
– – 0.37% 38
2022
Q2 		$516K Buy
+3,200
New +$617K 0.42% 38

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allie Family Office's META Position: Q2 2023 in Review

Allie Family Office sold out of Meta Platforms (Facebook) (META) in Q2 2023, closing a stake of 3,200 shares — an estimated $678K sold.

Allie Family Office first reported a position in META in Q2 2022 and held it in 4 quarters. The position peaked at $678K in Q1 2023. 3,316 funds tracked by Wall St. Rank hold META as of Q2 2023.

  • Allie Family Office reported no remaining Meta Platforms (Facebook) position as of Q2 2023 after selling out during the quarter.
  • Allie Family Office sold 3,200 Meta Platforms (Facebook) shares in Q2 2023, an estimated $678K.
  • Allie Family Office first reported a position in Meta Platforms (Facebook) in Q2 2022 and held it in 4 quarters.
  • Allie Family Office's Meta Platforms (Facebook) position peaked at $678K in Q1 2023.
  • 3,316 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2023.

Based on Allie Family Office's 13F filing for Q2 2023, filed 14 Aug 2023.