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

Barber Financial Group’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	$262K	Buy	+1,237	New	+$211K	0.05%	113
2022 Q3	–	Sell	-1,439	Closed	-$232K	–	136
2022 Q2	$232K	Buy	1,439 +190	+15%	+$36.7K	0.04%	126
2022 Q1	$278K	Buy	1,249 +84	+7%	+$21K	0.04%	120
2021 Q4	$392K	Sell	1,165 -3	-0.3%	-$996	0.05%	108
2021 Q3	$396K	Buy	1,168 +176	+18%	+$63.4K	0.05%	106
2021 Q2	$345K	Sell	992 -824	-45%	-$264K	0.05%	109
2021 Q1	$535K	Buy	1,816 +840	+86%	+$226K	0.08%	81
2020 Q4	$267K	Hold	976	–	–	0.05%	114
2020 Q3	$256K	Buy	976 +38	+4%	+$9.8K	0.06%	108
2020 Q2	$213K	Buy	+938	New	+$196K	0.05%	111
2020 Q1	–	Sell	-988	Closed	-$203K	–	142
2019 Q4	$203K	Buy	+988	New	+$191K	0.04%	142
2018 Q3	–	Sell	-1,095	Closed	-$213K	–	139
2018 Q2	$213K	Buy	+1,095	New	+$198K	0.06%	109
2018 Q1	–	Sell	-1,548	Closed	-$273K	–	139
2017 Q4	$273K	Buy	+1,548	New	+$274K	0.07%	98

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

Barber Financial Group's META Position: Q1 2023 in Review

Barber Financial Group opened a new position in Meta Platforms (Facebook) (META) in Q1 2023: 1,237 shares worth $262K. The stake represents 0.05% of the portfolio and ranks #113 among its holdings. This is a return to the name: Barber Financial Group previously reported a position in META as recently as Q2 2022.

Barber Financial Group first reported a position in META in Q4 2017 and has held it in 13 quarters since. The position peaked at $535K in Q1 2021. 3,068 funds tracked by Wall St. Rank hold META as of Q1 2023.

Barber Financial Group held 1,237 shares of Meta Platforms (Facebook) worth $262K as of Q1 2023.
Meta Platforms (Facebook) was a new Barber Financial Group position in Q1 2023.
Meta Platforms (Facebook) made up 0.05% of Barber Financial Group's portfolio in Q1 2023, its #113 holding.
Barber Financial Group first reported a position in Meta Platforms (Facebook) in Q4 2017 and has held it in 13 quarters since.
Barber Financial Group's Meta Platforms (Facebook) position peaked at $535K in Q1 2021.
3,068 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.