Baldrige Asset Management’s Meta Platforms (Facebook) META Stock Holding History

Baldrige Asset 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
2023 Q1	$7K	Buy	33 +9	+38%	+$1.53K	﹤0.01%	279
2022 Q4	$3K	Hold	24	–	–	﹤0.01%	282
2022 Q3	$3K	Hold	24	–	–	﹤0.01%	274
2022 Q2	$4K	Hold	24	–	–	﹤0.01%	274
2022 Q1	$5K	Sell	24 -64	-73%	-$16K	﹤0.01%	281
2021 Q4	$30K	Hold	88	–	–	0.01%	204
2021 Q3	$30K	Hold	88	–	–	0.01%	201
2021 Q2	$31K	Buy	+88	New	+$28.2K	0.01%	202

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Baldrige Asset Management's META Position: Q1 2023 in Review

Baldrige Asset Management increased its Meta Platforms (Facebook) (META) stake by 38% in Q1 2023, buying an estimated $1.53K and bringing the position to 33 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #279.

Baldrige Asset Management first reported a position in META in Q2 2021 and has held it in 8 quarters since. The position peaked at $31K in Q2 2021. 3,068 funds tracked by Wall St. Rank hold META as of Q1 2023.

Baldrige Asset Management held 33 shares of Meta Platforms (Facebook) worth $7K as of Q1 2023.
Baldrige Asset Management bought 9 Meta Platforms (Facebook) shares in Q1 2023, an estimated $1.53K.
Meta Platforms (Facebook) made up ﹤0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #279 holding.
Baldrige Asset Management first reported a position in Meta Platforms (Facebook) in Q2 2021 and has held it in 8 quarters since.
Baldrige Asset Management's Meta Platforms (Facebook) position peaked at $31K in Q2 2021.
3,068 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.