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

Bison Wealth’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 		– Sell
-100
Closed -$23.6K – 386
2023
Q1 		$23.6K Hold
100
– – 0.01% 253
2022
Q4 		$14.7K Buy
+100
New +$11.7K ﹤0.01% 268
2022
Q3 		– Sell
-100
Closed -$16K – 309
2022
Q2 		$16K Hold
100
– – 0.01% 272
2022
Q1 		$22K Buy
+100
New +$25K 0.01% 302
2021
Q4 		– Sell
-300
Closed -$102K – 420
2021
Q3 		$102K Buy
+300
New +$108K 0.05% 280

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bison Wealth's META Position: Q4 2024 in Review

Bison Wealth reduced its Meta Platforms (Facebook) (META) stake by 63% in Q4 2024, selling an estimated $3.83M and leaving 3,812 shares worth $2.23M. The position accounts for 0.49% of the portfolio, ranked #45.

Bison Wealth first reported a position in META in Q4 2015 and has held it in 37 quarters since. The position peaked at $5.92M in Q3 2024. 4,642 funds tracked by Wall St. Rank hold META as of Q4 2024.

  • Bison Wealth held 3,812 shares of Meta Platforms (Facebook) worth $2.23M as of Q4 2024.
  • Bison Wealth sold 6,526 Meta Platforms (Facebook) shares in Q4 2024, an estimated $3.83M.
  • Meta Platforms (Facebook) made up 0.49% of Bison Wealth's portfolio in Q4 2024, its #45 holding.
  • Bison Wealth first reported a position in Meta Platforms (Facebook) in Q4 2015 and has held it in 37 quarters since.
  • Bison Wealth's Meta Platforms (Facebook) position peaked at $5.92M in Q3 2024.
  • 4,642 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.