Asset Planning Services (Pennsylvania)’s Meta Platforms (Facebook) META Stock Holding History

Asset Planning Services (Pennsylvania)’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
2019 Q4	–	Sell	-10	Closed	-$2K	–	186
2019 Q3	$2K	Hold	10	–	–	﹤0.01%	253
2019 Q2	$2K	Hold	10	–	–	﹤0.01%	242
2019 Q1	$2K	Hold	10	–	–	﹤0.01%	243
2018 Q4	$1K	Hold	10	–	–	﹤0.01%	255
2018 Q3	$2K	Hold	10	–	–	﹤0.01%	248
2018 Q2	$2K	Hold	10	–	–	﹤0.01%	246
2018 Q1	$2K	Sell	10 -290	-97%	-$52.1K	﹤0.01%	251
2017 Q4	$53K	Hold	300	–	–	0.03%	130
2017 Q3	$51K	Hold	300	–	–	0.03%	141
2017 Q2	$45K	Hold	300	–	–	0.03%	143
2017 Q1	$43K	Hold	300	–	–	0.03%	155
2016 Q4	$35K	Hold	300	–	–	0.03%	147
2016 Q3	$38K	Sell	300 -2,000	-87%	-$248K	0.03%	141
2016 Q2	$263K	Hold	2,300	–	–	0.23%	53
2016 Q1	$262K	Buy	2,300 +2,000	+667%	+$211K	0.24%	50
2015 Q4	$31K	Hold	300	–	–	0.03%	124
2015 Q3	$27K	Hold	300	–	–	0.03%	121
2015 Q2	$26K	Buy	+300	New	+$24.5K	0.03%	137

Other funds holding META

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s META Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of Meta Platforms (Facebook) (META) in Q4 2019, closing a stake of 10 shares — an estimated $2K sold.

Asset Planning Services (Pennsylvania) first reported a position in META in Q2 2015 and held it in 18 quarters. The position peaked at $263K in Q2 2016. 2,664 funds tracked by Wall St. Rank hold META as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining Meta Platforms (Facebook) position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 10 Meta Platforms (Facebook) shares in Q4 2019, an estimated $2K.
Asset Planning Services (Pennsylvania) first reported a position in Meta Platforms (Facebook) in Q2 2015 and held it in 18 quarters.
Asset Planning Services (Pennsylvania)'s Meta Platforms (Facebook) position peaked at $263K in Q2 2016.
2,664 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.