BRWM
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B. Riley Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

B. Riley 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
2022
Q2 		$21.6K Sell
36,321
-2,592
-7% -$500K 0.03% 103
2022
Q1 		$8.65M Sell
38,913
-1,033
-3% -$258K 0.67% 36
2021
Q4 		$13.4M Buy
39,946
+4,032
+11% +$1.34M 0.93% 17
2021
Q3 		$12.2M Buy
35,914
+3,580
+11% +$1.29M 0.94% 17
2021
Q2 		$11.2M Buy
32,334
+1,245
+4% +$399K 1.24% 15
2021
Q1 		$9.16M Sell
31,089
-4,978
-14% -$1.34M 1.07% 23
2020
Q4 		$9.85M Sell
36,067
-5,548
-13% -$1.52M 1.27% 14
2020
Q3 		$10.9M Buy
41,615
+3,190
+8% +$823K 1.29% 15
2020
Q2 		$8.72M Sell
38,425
-3,332
-8% -$696K 0.96% 23
2020
Q1 		$6.96M Buy
41,757
+18,571
+80% +$3.64M 0.73% 33
2019
Q4 		$4.76M Sell
23,186
-1,168
-5% -$226K 0.71% 32
2019
Q3 		$4.34M Sell
24,354
-2,256
-8% -$429K 0.76% 29
2019
Q2 		$5.14K Sell
26,610
-5,295
-17% -$967K 0.79% 29
2019
Q1 		$5.32M Buy
31,905
+1,598
+5% +$254K 0.92% 22
2018
Q4 		$3.97M Sell
30,307
-4,075
-12% -$590K 0.83% 26
2018
Q3 		$5.65M Buy
+34,382
New +$6.22M 1.39% 14
2016
Q1 		$757K Sell
6,635
-2,460
-27% -$260K 1.13% 23
2015
Q4 		$951K Sell
9,095
-12,470
-58% -$1.28M 1.21% 16
2015
Q3 		$1.94M Buy
21,565
+2,460
+13% +$226K 2.75% 3
2015
Q2 		$1.64M Buy
19,105
+8,800
+85% +$719K 1.3% 6
2015
Q1 		$847K Sell
10,305
-6,900
-40% -$541K 0.64% 30
2014
Q4 		$1.34M Buy
17,205
+4,250
+33% +$325K 1.1% 11
2014
Q3 		$1.02M Buy
12,955
+557
+4% +$40.9K 0.76% 22
2014
Q2 		$834K Buy
12,398
+3,000
+32% +$185K 0.54% 33
2014
Q1 		$566K Buy
+9,398
New +$596K 0.42% 41

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

B. Riley Wealth Management's META Position: Q2 2022 in Review

B. Riley Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 6.7% in Q2 2022, selling an estimated $500K and leaving 36,321 shares worth $21.6K. The position accounts for 0.03% of the portfolio, ranked #103.

B. Riley Wealth Management first reported a position in META in Q1 2014 and has held it in 25 quarters since. The position peaked at $13.4M in Q4 2021. 3,074 funds tracked by Wall St. Rank hold META as of Q2 2022.

  • B. Riley Wealth Management held 36,321 shares of Meta Platforms (Facebook) worth $21.6K as of Q2 2022.
  • B. Riley Wealth Management sold 2,592 Meta Platforms (Facebook) shares in Q2 2022, an estimated $500K.
  • Meta Platforms (Facebook) made up 0.03% of B. Riley Wealth Management's portfolio in Q2 2022, its #103 holding.
  • B. Riley Wealth Management first reported a position in Meta Platforms (Facebook) in Q1 2014 and has held it in 25 quarters since.
  • B. Riley Wealth Management's Meta Platforms (Facebook) position peaked at $13.4M in Q4 2021.
  • 3,074 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.