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

Avitas 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
Q4 		$13.7M Sell
23,395
-196
-0.8% -$115K 1.89% 13
2024
Q3 		$13.5M Buy
23,591
+2,730
+13% +$1.4M 1.9% 9
2024
Q2 		$10.5M Buy
20,861
+561
+3% +$273K 1.54% 12
2024
Q1 		$9.86M Sell
20,300
-275
-1% -$123K 1.5% 11
2023
Q4 		$7.28M Buy
20,575
+92
+0.4% +$30K 1.22% 18
2023
Q3 		$6.15M Buy
20,483
+2,636
+15% +$794K 1.17% 18
2023
Q2 		$5.12M Sell
17,847
-141
-0.8% -$34.8K 0.93% 26
2023
Q1 		$3.81M Sell
17,988
-156
-0.9% -$26.6K 0.75% 39
2022
Q4 		$2.18M Buy
18,144
+4,971
+38% +$584K 0.46% 68
2022
Q3 		$1.79M Buy
13,173
+138
+1% +$22.4K 0.41% 75
2022
Q2 		$2.1M Sell
13,035
-6,652
-34% -$1.28M 0.46% 66
2022
Q1 		$4.38M Buy
19,687
+6,609
+51% +$1.65M 0.79% 28
2021
Q4 		$4.4M Sell
13,078
-3,382
-21% -$1.12M 0.74% 54
2021
Q3 		$5.59M Sell
16,460
-3,117
-16% -$1.12M 1.02% 24
2021
Q2 		$6.81M Buy
19,577
+703
+4% +$226K 1.21% 14
2021
Q1 		$5.56M Buy
18,874
+5,125
+37% +$1.38M 1.09% 19
2020
Q4 		$3.76M Buy
13,749
+171
+1% +$46.9K 0.76% 35
2020
Q3 		$3.56M Buy
13,578
+1,380
+11% +$356K 0.99% 26
2020
Q2 		$2.77M Sell
12,198
-408
-3% -$85.2K 0.92% 31
2020
Q1 		$2.1M Sell
12,606
-4,252
-25% -$832K 0.96% 34
2019
Q4 		$3.46M Buy
16,858
+193
+1% +$37.4K 0.89% 42
2019
Q3 		$2.97M Buy
16,665
+607
+4% +$115K 0.82% 58
2019
Q2 		$3.1M Buy
16,058
+2,663
+20% +$487K 0.86% 44
2019
Q1 		$2.23M Buy
13,395
+81
+0.6% +$12.9K 0.65% 70
2018
Q4 		$1.75M Sell
13,314
-7,264
-35% -$1.05M 0.57% 79
2018
Q3 		$3.38M Buy
20,578
+733
+4% +$133K 0.96% 34
2018
Q2 		$3.86M Buy
+19,845
New +$3.59M 1.2% 16

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avitas Wealth Management's META Position: Q4 2024 in Review

Avitas Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 0.83% in Q4 2024, selling an estimated $115K and leaving 23,395 shares worth $13.7M. The position accounts for 1.89% of the portfolio, ranked #13.

Avitas Wealth Management first reported a position in META in Q2 2018 and has held it in 27 quarters since. 4,641 funds tracked by Wall St. Rank hold META as of Q4 2024.

  • Avitas Wealth Management held 23,395 shares of Meta Platforms (Facebook) worth $13.7M as of Q4 2024.
  • Avitas Wealth Management sold 196 Meta Platforms (Facebook) shares in Q4 2024, an estimated $115K.
  • Meta Platforms (Facebook) made up 1.89% of Avitas Wealth Management's portfolio in Q4 2024, its #13 holding.
  • Avitas Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2018 and has held it in 27 quarters since.
  • 4,641 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.