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

Atlas Private 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 Q1	$3.61M	Buy	7,436 +681	+10%	+$304K	1.52%	22
2023 Q4	$2.39M	Buy	6,755 +674	+11%	+$219K	1.12%	28
2023 Q3	$1.83M	Buy	6,081 +485	+9%	+$146K	0.98%	32
2023 Q2	$1.61M	Buy	5,596 +1,014	+22%	+$250K	0.85%	38
2023 Q1	$971K	Sell	4,582 -56	-1%	-$9.54K	0.58%	59
2022 Q4	$558K	Sell	4,638 -857	-16%	-$101K	0.26%	80
2022 Q3	$746K	Buy	5,495 +484	+10%	+$78.4K	0.54%	58
2022 Q2	$808K	Buy	5,011 +254	+5%	+$49K	0.55%	59
2022 Q1	$1.06M	Buy	4,757 +245	+5%	+$61.2K	0.61%	53
2021 Q4	$1.52M	Sell	4,512 -46	-1%	-$15.3K	0.85%	38
2021 Q3	$1.55M	Sell	4,558 -589	-11%	-$212K	0.95%	33
2021 Q2	$1.79M	Buy	5,147 +312	+6%	+$100K	1.1%	26
2021 Q1	$1.42M	Sell	4,835 -168	-3%	-$45.2K	0.91%	32
2020 Q4	$1.37M	Buy	5,003 +1	+0%	+$274	0.97%	33
2020 Q3	$1.31M	Sell	5,002 -626	-11%	-$161K	1.03%	29
2020 Q2	$1.28M	Sell	5,628 -38	-0.7%	-$7.93K	1.03%	28
2020 Q1	$945K	Buy	5,666 +589	+12%	+$115K	0.87%	30
2019 Q4	$1.04M	Buy	+5,077	New	+$983K	0.8%	36

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

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

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

Atlas Private Wealth Management's META Position: Q1 2024 in Review

Atlas Private Wealth Management increased its Meta Platforms (Facebook) (META) stake by 10% in Q1 2024, buying an estimated $304K and bringing the position to 7,436 shares worth $3.61M. The position accounts for 1.52% of the portfolio, ranked #22.

Atlas Private Wealth Management first reported a position in META in Q4 2019 and has held it in 18 quarters since. 4,010 funds tracked by Wall St. Rank hold META as of Q1 2024.

Atlas Private Wealth Management held 7,436 shares of Meta Platforms (Facebook) worth $3.61M as of Q1 2024.
Atlas Private Wealth Management bought 681 Meta Platforms (Facebook) shares in Q1 2024, an estimated $304K.
Meta Platforms (Facebook) made up 1.52% of Atlas Private Wealth Management's portfolio in Q1 2024, its #22 holding.
Atlas Private Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 18 quarters since.
4,010 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.