AtlasMark Financial’s Meta Platforms (Facebook) META Stock Holding History

AtlasMark Financial’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 Q2	$230K	Buy	+800	New	+$197K	0.28%	38
2022 Q1	–	Sell	-800	Closed	-$269K	–	42
2021 Q4	$269K	Hold	800	–	–	0.33%	38
2021 Q3	$272K	Hold	800	–	–	0.36%	35
2021 Q2	$278K	Hold	800	–	–	0.36%	37
2021 Q1	$236K	Buy	+800	New	+$215K	0.33%	37

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

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

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

AtlasMark Financial's META Position: Q2 2023 in Review

AtlasMark Financial opened a new position in Meta Platforms (Facebook) (META) in Q2 2023: 800 shares worth $230K. The stake represents 0.28% of the portfolio and ranks #38 among its holdings. This is a return to the name: AtlasMark Financial previously reported a position in META as recently as Q4 2021.

AtlasMark Financial first reported a position in META in Q1 2021 and has held it in 5 quarters since. The position peaked at $278K in Q2 2021. 3,316 funds tracked by Wall St. Rank hold META as of Q2 2023.

AtlasMark Financial held 800 shares of Meta Platforms (Facebook) worth $230K as of Q2 2023.
Meta Platforms (Facebook) was a new AtlasMark Financial position in Q2 2023.
Meta Platforms (Facebook) made up 0.28% of AtlasMark Financial's portfolio in Q2 2023, its #38 holding.
AtlasMark Financial first reported a position in Meta Platforms (Facebook) in Q1 2021 and has held it in 5 quarters since.
AtlasMark Financial's Meta Platforms (Facebook) position peaked at $278K in Q2 2021.
3,316 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2023.

Based on AtlasMark Financial's 13F filing for Q2 2023, filed 22 Apr 2026.