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

Aspire 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
2024 Q3	$504K	Sell	880 -25	-3%	-$12.9K	0.27%	59
2024 Q2	$456K	Buy	905 +1	+0.1%	+$486	0.26%	61
2024 Q1	$439K	Sell	904 -49	-5%	-$21.9K	0.27%	63
2023 Q4	$337K	Hold	953	–	–	0.23%	66
2023 Q3	$286K	Sell	953 -78	-8%	-$23.5K	0.22%	69
2023 Q2	$296K	Hold	1,031	–	–	0.22%	64
2023 Q1	$219K	Buy	+1,031	New	+$176K	0.18%	83
2022 Q3	–	Sell	-1,268	Closed	-$204K	–	183
2022 Q2	$204K	Buy	1,268 +65	+5%	+$12.5K	0.19%	85
2022 Q1	$267K	Buy	1,203 +450	+60%	+$112K	0.21%	78
2021 Q4	$253K	Buy	+753	New	+$250K	0.21%	76

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

Aspire Wealth Management's META Position: Q3 2024 in Review

Aspire Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 2.8% in Q3 2024, selling an estimated $12.9K and leaving 880 shares worth $504K. The position accounts for 0.27% of the portfolio, ranked #59.

Aspire Wealth Management first reported a position in META in Q4 2021 and has held it in 10 quarters since. 4,195 funds tracked by Wall St. Rank hold META as of Q3 2024.

Aspire Wealth Management held 880 shares of Meta Platforms (Facebook) worth $504K as of Q3 2024.
Aspire Wealth Management sold 25 Meta Platforms (Facebook) shares in Q3 2024, an estimated $12.9K.
Meta Platforms (Facebook) made up 0.27% of Aspire Wealth Management's portfolio in Q3 2024, its #59 holding.
Aspire Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 10 quarters since.
4,195 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.