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

Beacon Pointe 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
2019 Q4	$1.11M	Sell	5,392 -48,870	-90%	-$9.47M	0.2%	94
2019 Q3	$9.66M	Buy	54,262 +18,015	+50%	+$3.42M	2.03%	12
2019 Q2	$7M	Buy	36,247 +338	+0.9%	+$61.8K	1.48%	18
2019 Q1	$5.99M	Buy	35,909 +30,115	+520%	+$4.79M	1.37%	18
2018 Q4	$760K	Buy	+5,794	New	+$839K	0.27%	97

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Beacon Pointe Wealth Advisors's META Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its Meta Platforms (Facebook) (META) stake by 90% in Q4 2019, selling an estimated $9.47M and leaving 5,392 shares worth $1.11M. The position accounts for 0.2% of the portfolio, ranked #94.

Beacon Pointe Wealth Advisors first reported a position in META in Q4 2018 and has held it in 5 quarters since. The position peaked at $9.66M in Q3 2019. 2,663 funds tracked by Wall St. Rank hold META as of Q4 2019.

Beacon Pointe Wealth Advisors held 5,392 shares of Meta Platforms (Facebook) worth $1.11M as of Q4 2019.
Beacon Pointe Wealth Advisors sold 48,870 Meta Platforms (Facebook) shares in Q4 2019, an estimated $9.47M.
Meta Platforms (Facebook) made up 0.2% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #94 holding.
Beacon Pointe Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2018 and has held it in 5 quarters since.
Beacon Pointe Wealth Advisors's Meta Platforms (Facebook) position peaked at $9.66M in Q3 2019.
2,663 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.