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BDO Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

BDO Wealth Advisors’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 		$6.73M Buy
23,447
+2,521
+12% +$622K 0.77% 24
2023
Q1 		$4.44M Sell
20,926
-3,457
-14% -$589K 0.54% 32
2022
Q4 		$2.93M Sell
24,383
-411
-2% -$48.3K 0.36% 60
2022
Q3 		$3.36M Buy
24,794
+6,963
+39% +$1.13M 0.45% 40
2022
Q2 		$2.88M Buy
17,831
+955
+6% +$184K 0.35% 54
2022
Q1 		$3.75M Buy
16,876
+3,998
+31% +$999K 0.4% 47
2021
Q4 		$4.33M Buy
12,878
+378
+3% +$125K 0.46% 46
2021
Q3 		$4.24M Buy
12,500
+376
+3% +$135K 0.47% 43
2021
Q2 		$4.22M Buy
12,124
+371
+3% +$119K 0.47% 39
2021
Q1 		$3.46M Buy
11,753
+1,244
+12% +$335K 0.41% 47
2020
Q4 		$2.87M Buy
10,509
+139
+1% +$38.1K 0.4% 43
2020
Q3 		$2.72M Sell
10,370
-139
-1% -$35.8K 0.44% 39
2020
Q2 		$2.39M Sell
10,509
-546
-5% -$114K 0.42% 47
2020
Q1 		$1.84M Buy
11,055
+5,101
+86% +$999K 0.37% 50
2019
Q4 		$1.22M Sell
5,954
-181
-3% -$35.1K 0.32% 66
2019
Q3 		$1.09M Buy
6,135
+579
+10% +$110K 0.28% 72
2019
Q2 		$1.07M Buy
5,556
+303
+6% +$55.4K 0.29% 70
2019
Q1 		$876K Buy
5,253
+274
+6% +$43.6K 0.25% 78
2018
Q4 		$653K Sell
4,979
-4,086
-45% -$592K 0.22% 83
2018
Q3 		$1.49M Buy
9,065
+6,560
+262% +$1.19M 0.48% 44
2018
Q2 		$487K Buy
2,505
+649
+35% +$117K 0.17% 95
2018
Q1 		$297K Sell
1,856
-650
-26% -$117K 0.11% 108
2017
Q4 		$442K Hold
2,506
– – 0.2% 80
2017
Q3 		$428K Sell
2,506
-350
-12% -$58.4K 0.21% 75
2017
Q2 		$431K Buy
+2,856
New +$425K 0.19% 88

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BDO Wealth Advisors's META Position: Q2 2023 in Review

BDO Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 12% in Q2 2023, buying an estimated $622K and bringing the position to 23,447 shares worth $6.73M. The position accounts for 0.77% of the portfolio, ranked #24.

BDO Wealth Advisors first reported a position in META in Q2 2017 and has held it in 25 quarters since. 3,317 funds tracked by Wall St. Rank hold META as of Q2 2023.

  • BDO Wealth Advisors held 23,447 shares of Meta Platforms (Facebook) worth $6.73M as of Q2 2023.
  • BDO Wealth Advisors bought 2,521 Meta Platforms (Facebook) shares in Q2 2023, an estimated $622K.
  • Meta Platforms (Facebook) made up 0.77% of BDO Wealth Advisors's portfolio in Q2 2023, its #24 holding.
  • BDO Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q2 2017 and has held it in 25 quarters since.
  • 3,317 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.