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

Altium 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 Q2	$3.95M	Buy	24,517 +608	+3%	+$117K	0.28%	48
2022 Q1	$5.32M	Buy	23,909 +513	+2%	+$128K	0.34%	39
2021 Q4	$7.87M	Buy	23,396 +1,419	+6%	+$471K	0.51%	28
2021 Q3	$7.46M	Buy	21,977 +552	+3%	+$199K	0.53%	27
2021 Q2	$7.45M	Buy	21,425 +413	+2%	+$132K	0.55%	24
2021 Q1	$6.19M	Buy	21,012 +890	+4%	+$240K	0.5%	25
2020 Q4	$5.5M	Buy	20,122 +1,886	+10%	+$517K	0.49%	26
2020 Q3	$4.78M	Buy	18,236 +456	+3%	+$118K	0.5%	28
2020 Q2	$4.04M	Buy	17,780 +1,677	+10%	+$350K	0.45%	29
2020 Q1	$2.69M	Buy	16,103 +1,876	+13%	+$367K	0.37%	36
2019 Q4	$2.92M	Buy	14,227 +1,273	+10%	+$247K	0.35%	35
2019 Q3	$2.31M	Buy	12,954 +1,172	+10%	+$223K	0.31%	42
2019 Q2	$2.27M	Buy	11,782 +1,274	+12%	+$233K	0.33%	41
2019 Q1	$1.75M	Buy	10,508 +1,099	+12%	+$175K	0.28%	52
2018 Q4	$1.23M	Buy	9,409 +1,151	+14%	+$167K	0.24%	61
2018 Q3	$1.36M	Buy	8,258 +653	+9%	+$118K	0.26%	59
2018 Q2	$1.48M	Buy	7,605 +4,241	+126%	+$766K	0.39%	46
2018 Q1	$537K	Buy	3,364 +525	+18%	+$94.3K	0.21%	79
2017 Q4	$501K	Buy	+2,839	New	+$502K	0.23%	78

Other funds holding META

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Altium Wealth Management's META Position: Q2 2022 in Review

Altium Wealth Management increased its Meta Platforms (Facebook) (META) stake by 2.5% in Q2 2022, buying an estimated $117K and bringing the position to 24,517 shares worth $3.95M. The position accounts for 0.28% of the portfolio, ranked #48.

Altium Wealth Management first reported a position in META in Q4 2017 and has held it in 19 quarters since. The position peaked at $7.87M in Q4 2021. 3,074 funds tracked by Wall St. Rank hold META as of Q2 2022.

Altium Wealth Management held 24,517 shares of Meta Platforms (Facebook) worth $3.95M as of Q2 2022.
Altium Wealth Management bought 608 Meta Platforms (Facebook) shares in Q2 2022, an estimated $117K.
Meta Platforms (Facebook) made up 0.28% of Altium Wealth Management's portfolio in Q2 2022, its #48 holding.
Altium Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2017 and has held it in 19 quarters since.
Altium Wealth Management's Meta Platforms (Facebook) position peaked at $7.87M in Q4 2021.
3,074 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.