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Blue Chip Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Blue Chip Wealth Management’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
2020
Q3 		$2.6M Sell
9,938
-896
-8% -$231K 2.05% 10
2020
Q2 		$2.46M Sell
10,834
-149
-1% -$31.1K 2.33% 9
2020
Q1 		$1.83M Sell
10,983
-114
-1% -$22.3K 2.28% 12
2019
Q4 		$2.28M Buy
11,097
+85
+0.8% +$16.5K 2.11% 14
2019
Q3 		$1.96M Sell
11,012
-400
-4% -$76K 2.05% 14
2019
Q2 		$2.2M Sell
11,412
-90
-0.8% -$16.4K 2.32% 11
2019
Q1 		$1.92M Sell
11,502
-130
-1% -$20.7K 2.17% 12
2018
Q4 		$1.52M Sell
11,632
-3,391
-23% -$491K 2% 13
2018
Q3 		$2.47M Buy
15,023
+1,011
+7% +$183K 2.49% 9
2018
Q2 		$2.72M Buy
14,012
+435
+3% +$78.6K 2.96% 6
2018
Q1 		$2.17M Buy
+13,577
New +$2.44M 2.22% 9

Other funds holding META

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Blue Chip Wealth Management's META Position: Q3 2020 in Review

Blue Chip Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 8.3% in Q3 2020, selling an estimated $231K and leaving 9,938 shares worth $2.6M. The position accounts for 2.05% of the portfolio, ranked #10.

Blue Chip Wealth Management first reported a position in META in Q1 2018 and has held it in 11 quarters since. The position peaked at $2.72M in Q2 2018. 2,855 funds tracked by Wall St. Rank hold META as of Q3 2020.

  • Blue Chip Wealth Management held 9,938 shares of Meta Platforms (Facebook) worth $2.6M as of Q3 2020.
  • Blue Chip Wealth Management sold 896 Meta Platforms (Facebook) shares in Q3 2020, an estimated $231K.
  • Meta Platforms (Facebook) made up 2.05% of Blue Chip Wealth Management's portfolio in Q3 2020, its #10 holding.
  • Blue Chip Wealth Management first reported a position in Meta Platforms (Facebook) in Q1 2018 and has held it in 11 quarters since.
  • Blue Chip Wealth Management's Meta Platforms (Facebook) position peaked at $2.72M in Q2 2018.
  • 2,855 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.