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Berman Capital Advisors’s Meta Platforms (Facebook) META Stock Holding History

Berman Capital 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
2021
Q3 		$4M Buy
11,782
+1,686
+17% +$607K 0.63% 22
2021
Q2 		$3.51M Buy
10,096
+2,011
+25% +$645K 0.56% 21
2021
Q1 		$2.38M Buy
8,085
+1,196
+17% +$322K 0.5% 25
2020
Q4 		$1.88M Buy
6,889
+452
+7% +$124K 0.45% 29
2020
Q3 		$1.68M Sell
6,437
-494
-7% -$127K 0.48% 30
2020
Q2 		$1.57M Buy
6,931
+919
+15% +$192K 0.41% 33
2020
Q1 		$1M Buy
6,012
+1,705
+40% +$334K 0.32% 36
2019
Q4 		$883K Buy
4,307
+183
+4% +$35.4K 0.25% 43
2019
Q3 		$733K Sell
4,124
-206
-5% -$39.2K 0.23% 49
2019
Q2 		$835K Sell
4,330
-1,411
-25% -$258K 0.27% 41
2019
Q1 		$956K Buy
5,741
+3,232
+129% +$514K 0.32% 36
2018
Q4 		$328K Sell
2,509
-2,718
-52% -$394K 0.13% 71
2018
Q3 		$860K Sell
5,227
-30,318
-85% -$5.49M 0.36% 38
2018
Q2 		$6.91M Buy
35,545
+2,215
+7% +$400K 2.4% 11
2018
Q1 		$5.33M Sell
33,330
-205
-0.6% -$36.8K 2.03% 14
2017
Q4 		$5.92M Buy
+33,535
New +$5.93M 1.96% 15

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
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berman Capital Advisors's META Position: Q3 2021 in Review

Berman Capital Advisors increased its Meta Platforms (Facebook) (META) stake by 17% in Q3 2021, buying an estimated $607K and bringing the position to 11,782 shares worth $4M. The position accounts for 0.63% of the portfolio, ranked #22.

Berman Capital Advisors first reported a position in META in Q4 2017 and has held it in 16 quarters since. The position peaked at $6.91M in Q2 2018. 3,245 funds tracked by Wall St. Rank hold META as of Q3 2021.

  • Berman Capital Advisors held 11,782 shares of Meta Platforms (Facebook) worth $4M as of Q3 2021.
  • Berman Capital Advisors bought 1,686 Meta Platforms (Facebook) shares in Q3 2021, an estimated $607K.
  • Meta Platforms (Facebook) made up 0.63% of Berman Capital Advisors's portfolio in Q3 2021, its #22 holding.
  • Berman Capital Advisors first reported a position in Meta Platforms (Facebook) in Q4 2017 and has held it in 16 quarters since.
  • Berman Capital Advisors's Meta Platforms (Facebook) position peaked at $6.91M in Q2 2018.
  • 3,245 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.