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

Brophy 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
2024 Q3	$2.02M	Buy	+3,526	New	+$1.81M	0.72%	26

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

Brophy Wealth Management's META Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in Meta Platforms (Facebook) (META) in Q3 2024: 3,526 shares worth $2.02M. The stake represents 0.72% of the portfolio and ranks #26 among its holdings.

4,196 funds tracked by Wall St. Rank hold META as of Q3 2024.

Brophy Wealth Management held 3,526 shares of Meta Platforms (Facebook) worth $2.02M as of Q3 2024.
Meta Platforms (Facebook) was a new Brophy Wealth Management position in Q3 2024.
Meta Platforms (Facebook) made up 0.72% of Brophy Wealth Management's portfolio in Q3 2024, its #26 holding.
4,196 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.