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

Beam 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
2024 Q2	–	Sell	-1,012	Closed	-$492K	–	133
2024 Q1	$492K	Buy	1,012 +172	+20%	+$76.7K	0.3%	57
2023 Q4	$297K	Hold	840	–	–	0.19%	81
2023 Q3	$252K	Buy	840 +21	+3%	+$6.33K	0.18%	84
2023 Q2	$235K	Buy	+819	New	+$202K	0.16%	90
2021 Q4	–	Sell	-3,949	Closed	-$1.34M	–	121
2021 Q3	$1.34M	Buy	3,949 +205	+5%	+$73.8K	1.15%	25
2021 Q2	$1.3M	Buy	3,744 +10	+0.3%	+$3.21K	1.12%	25
2021 Q1	$1.1M	Hold	3,734	–	–	0.98%	33
2020 Q4	$1.02M	Sell	3,734 -439	-11%	-$120K	0.96%	35
2020 Q3	$1.09M	Buy	4,173 +15	+0.4%	+$3.87K	1.02%	29
2020 Q2	$999K	Sell	4,158 -972	-19%	-$203K	1.01%	31
2020 Q1	$856K	Sell	5,130 -68	-1%	-$13.3K	0.85%	36
2019 Q4	$1.07M	Buy	+5,198	New	+$1.01M	0.99%	27

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

JP Morgan Chase New York $1.56T AUM 27.86% 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 World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Beam Wealth Advisors's META Position: Q2 2024 in Review

Beam Wealth Advisors sold out of Meta Platforms (Facebook) (META) in Q2 2024, closing a stake of 1,012 shares — an estimated $492K sold.

Beam Wealth Advisors first reported a position in META in Q4 2019 and held it in 12 quarters. The position peaked at $1.34M in Q3 2021. 4,094 funds tracked by Wall St. Rank hold META as of Q2 2024.

Beam Wealth Advisors reported no remaining Meta Platforms (Facebook) position as of Q2 2024 after selling out during the quarter.
Beam Wealth Advisors sold 1,012 Meta Platforms (Facebook) shares in Q2 2024, an estimated $492K.
Beam Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2019 and held it in 12 quarters.
Beam Wealth Advisors's Meta Platforms (Facebook) position peaked at $1.34M in Q3 2021.
4,094 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2024.

Based on Beam Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.