Annapolis Financial Services’s Meta Platforms (Facebook) META Stock Holding History

Annapolis Financial Services’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	$1.38M	Sell	2,415 -6	-0.2%	-$3.09K	0.41%	46
2024 Q2	$1.22M	Hold	2,421	–	–	0.4%	48
2024 Q1	$1.18M	Sell	2,421 -953	-28%	-$425K	0.39%	49
2023 Q4	$1.19M	Hold	3,374	–	–	0.3%	68
2023 Q3	$1.01M	Buy	3,374 +12	+0.4%	+$3.62K	0.29%	64
2023 Q2	$965K	Hold	3,362	–	–	0.27%	66
2023 Q1	$713K	Sell	3,362 -6	-0.2%	-$1.02K	0.22%	67
2022 Q4	$405K	Sell	3,368 -22	-0.6%	-$2.58K	0.13%	85
2022 Q3	$460K	Sell	3,390 -495	-13%	-$80.2K	0.17%	79
2022 Q2	$626K	Hold	3,885	–	–	0.23%	66
2022 Q1	$864K	Hold	3,885	–	–	0.28%	59
2021 Q4	$1.31M	Sell	3,885 -16	-0.4%	-$5.31K	0.41%	51
2021 Q3	$1.32M	Buy	3,901 +111	+3%	+$40K	0.44%	48
2021 Q2	$1.32M	Hold	3,790	–	–	0.44%	44
2021 Q1	$1.12M	Sell	3,790 -42	-1%	-$11.3K	0.41%	44
2020 Q4	$1.05M	Buy	+3,832	New	+$1.05M	0.41%	45

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Annapolis Financial Services's META Position: Q3 2024 in Review

Annapolis Financial Services reduced its Meta Platforms (Facebook) (META) stake by 0.25% in Q3 2024, selling an estimated $3.09K and leaving 2,415 shares worth $1.38M. The position accounts for 0.41% of the portfolio, ranked #46.

Annapolis Financial Services first reported a position in META in Q4 2020 and has held it in 16 quarters since. 4,195 funds tracked by Wall St. Rank hold META as of Q3 2024.

Annapolis Financial Services held 2,415 shares of Meta Platforms (Facebook) worth $1.38M as of Q3 2024.
Annapolis Financial Services sold 6 Meta Platforms (Facebook) shares in Q3 2024, an estimated $3.09K.
Meta Platforms (Facebook) made up 0.41% of Annapolis Financial Services's portfolio in Q3 2024, its #46 holding.
Annapolis Financial Services first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 16 quarters since.
4,195 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.