Appleton Group’s Meta Platforms (Facebook) META Stock Holding History

Appleton Group’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 Q3	$359K	Sell	1,196 -1,366	-53%	-$412K	1.25%	13
2023 Q2	$735K	Sell	2,562 -270	-10%	-$66.6K	1.03%	9
2023 Q1	$600K	Buy	+2,832	New	+$482K	1.17%	9
2022 Q2	–	Sell	-2,547	Closed	-$566K	–	36
2022 Q1	$566K	Buy	2,547 +460	+22%	+$115K	0.79%	12
2021 Q4	$702K	Buy	2,087 +394	+23%	+$131K	0.7%	15
2021 Q3	$575K	Sell	1,693 -287	-14%	-$103K	0.49%	15
2021 Q2	$688K	Buy	1,980 +68	+4%	+$21.8K	0.53%	18
2021 Q1	$563K	Buy	+1,912	New	+$515K	0.74%	15

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

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

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

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

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

Appleton Group's META Position: Q3 2023 in Review

Appleton Group reduced its Meta Platforms (Facebook) (META) stake by 53% in Q3 2023, selling an estimated $412K and leaving 1,196 shares worth $359K. The position accounts for 1.25% of the portfolio, ranked #13.

Appleton Group first reported a position in META in Q1 2021 and has held it in 8 quarters since. The position peaked at $735K in Q2 2023. 3,426 funds tracked by Wall St. Rank hold META as of Q3 2023.

Appleton Group held 1,196 shares of Meta Platforms (Facebook) worth $359K as of Q3 2023.
Appleton Group sold 1,366 Meta Platforms (Facebook) shares in Q3 2023, an estimated $412K.
Meta Platforms (Facebook) made up 1.25% of Appleton Group's portfolio in Q3 2023, its #13 holding.
Appleton Group first reported a position in Meta Platforms (Facebook) in Q1 2021 and has held it in 8 quarters since.
Appleton Group's Meta Platforms (Facebook) position peaked at $735K in Q2 2023.
3,426 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2023.

Based on Appleton Group's 13F filing for Q3 2023, filed 8 Nov 2023.