AWA
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ARS Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

ARS Wealth Advisors’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
2021
Q2 		$4.13M Buy
11,876
+114
+1% +$36.6K 0.74% 31
2021
Q1 		$3.46M Sell
11,762
-798
-6% -$215K 0.75% 32
2020
Q4 		$3.43M Buy
12,560
+242
+2% +$66.3K 0.74% 28
2020
Q3 		$3.23M Buy
12,318
+327
+3% +$84.3K 0.89% 24
2020
Q2 		$2.72M Buy
11,991
+957
+9% +$200K 0.85% 23
2020
Q1 		$1.84M Buy
11,034
+1,099
+11% +$215K 0.77% 24
2019
Q4 		$2.04M Sell
9,935
-141
-1% -$27.3K 0.59% 28
2019
Q3 		$1.79M Sell
10,076
-107
-1% -$20.3K 0.57% 29
2019
Q2 		$1.97M Sell
10,183
-76
-0.7% -$13.9K 0.63% 27
2019
Q1 		$1.71M Buy
10,259
+2,994
+41% +$476K 0.55% 31
2018
Q4 		$952K Buy
7,265
+426
+6% +$61.7K 0.35% 45
2018
Q3 		$1.13M Buy
6,839
+996
+17% +$180K 0.38% 45
2018
Q2 		$1.14M Buy
5,843
+556
+11% +$100K 0.41% 40
2018
Q1 		$845K Sell
5,287
-305
-5% -$54.8K 0.31% 48
2017
Q4 		$987K Buy
5,592
+660
+13% +$117K 0.37% 49
2017
Q3 		$843K Buy
4,932
+445
+10% +$74.3K 0.33% 52
2017
Q2 		$677K Buy
4,487
+1,057
+31% +$157K 0.27% 57
2017
Q1 		$487K Buy
3,430
+243
+8% +$32.5K 0.21% 60
2016
Q4 		$367K Buy
3,187
+136
+4% +$16.7K 0.16% 65
2016
Q3 		$391K Sell
3,051
-59
-2% -$7.32K 0.17% 60
2016
Q2 		$355K Buy
3,110
+390
+14% +$44.9K 0.15% 58
2016
Q1 		$310K Sell
2,720
-272
-9% -$28.7K 0.15% 56
2015
Q4 		$313K Sell
2,992
-100
-3% -$10.3K 0.16% 54
2015
Q3 		$278K Buy
3,092
+472
+18% +$43.3K 0.14% 58
2015
Q2 		$225K Hold
2,620
– – 0.1% 67
2015
Q1 		$215K Hold
2,620
– – 0.09% 69
2014
Q4 		$204K Hold
2,620
– – 0.09% 74
2014
Q3 		$207K Sell
2,620
-500
-16% -$36.7K 0.1% 67
2014
Q2 		$210K Buy
+3,120
New +$192K 0.1% 71

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
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ARS Wealth Advisors's META Position: Q2 2021 in Review

ARS Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 0.97% in Q2 2021, buying an estimated $36.6K and bringing the position to 11,876 shares worth $4.13M. The position accounts for 0.74% of the portfolio, ranked #31.

ARS Wealth Advisors first reported a position in META in Q2 2014 and has held it in 29 quarters since. 3,243 funds tracked by Wall St. Rank hold META as of Q2 2021.

  • ARS Wealth Advisors held 11,876 shares of Meta Platforms (Facebook) worth $4.13M as of Q2 2021.
  • ARS Wealth Advisors bought 114 Meta Platforms (Facebook) shares in Q2 2021, an estimated $36.6K.
  • Meta Platforms (Facebook) made up 0.74% of ARS Wealth Advisors's portfolio in Q2 2021, its #31 holding.
  • ARS Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q2 2014 and has held it in 29 quarters since.
  • 3,243 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2021.

Based on ARS Wealth Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.