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Andesa Financial Management’s Meta Platforms (Facebook) META Stock Holding History

Andesa Financial 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
2023
Q1 		– Sell
-1,783
Closed -$215K – 137
2022
Q4 		$215K Sell
1,783
-397
-18% -$46.6K 0.12% 134
2022
Q3 		$297K Buy
2,180
+760
+54% +$123K 0.1% 123
2022
Q2 		$229K Sell
1,420
-118
-8% -$22.8K 0.14% 127
2022
Q1 		$342K Sell
1,538
-499
-24% -$125K 0.18% 107
2021
Q4 		$685K Sell
2,037
-8
-0.4% -$2.66K 0.34% 70
2021
Q3 		$693K Buy
2,045
+15
+0.7% +$5.4K 0.38% 68
2021
Q2 		$705K Sell
2,030
-28
-1% -$8.98K 0.21% 76
2021
Q1 		$606K Buy
2,058
+249
+14% +$67K 0.2% 79
2020
Q4 		$495K Sell
1,809
-400
-18% -$110K 0.32% 72
2020
Q3 		$579K Buy
2,209
+183
+9% +$47.2K 0.24% 73
2020
Q2 		$460K Buy
2,026
+184
+10% +$38.4K 0.41% 67
2020
Q1 		$308K Buy
1,842
+98
+6% +$19.2K 0.35% 65
2019
Q4 		$361K Sell
1,744
-8
-0.5% -$1.55K 0.31% 72
2019
Q3 		$311K Buy
1,752
+54
+3% +$10.3K 0.3% 76
2019
Q2 		$327K Sell
1,698
-1,600
-49% -$292K 0.31% 72
2019
Q1 		$552K Buy
+3,298
New +$524K 0.27% 73

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
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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Andesa Financial Management's META Position: Q1 2023 in Review

Andesa Financial Management sold out of Meta Platforms (Facebook) (META) in Q1 2023, closing a stake of 1,783 shares — an estimated $215K sold.

Andesa Financial Management first reported a position in META in Q1 2019 and held it in 16 quarters. The position peaked at $705K in Q2 2021. 3,069 funds tracked by Wall St. Rank hold META as of Q1 2023.

  • Andesa Financial Management reported no remaining Meta Platforms (Facebook) position as of Q1 2023 after selling out during the quarter.
  • Andesa Financial Management sold 1,783 Meta Platforms (Facebook) shares in Q1 2023, an estimated $215K.
  • Andesa Financial Management first reported a position in Meta Platforms (Facebook) in Q1 2019 and held it in 16 quarters.
  • Andesa Financial Management's Meta Platforms (Facebook) position peaked at $705K in Q2 2021.
  • 3,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2023.

Based on Andesa Financial Management's 13F filing for Q1 2023, filed 5 May 2023.