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Bruderman Asset Management’s Meta Platforms (Facebook) META Stock Holding History

Bruderman Asset 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
2022
Q1 		– Sell
-1,336
Closed -$449K – 84
2021
Q4 		$449K Hold
1,336
– – 0.34% 64
2021
Q3 		$453K Buy
1,336
+82
+7% +$29.5K 0.11% 85
2021
Q2 		$436K Buy
1,254
+20
+2% +$6.42K 0.14% 56
2021
Q1 		$363K Buy
1,234
+275
+29% +$74K 0.1% 87
2020
Q4 		$262K Buy
+959
New +$263K 0.08% 93
2020
Q2 		– Sell
-1,939
Closed -$309K – 93
2020
Q1 		$309K Buy
+1,939
New +$380K 0.12% 75
2019
Q2 		– Sell
-2,200
Closed -$367K – 380
2019
Q1 		$367K Sell
2,200
-183
-8% -$29.1K 0.08% 104
2018
Q4 		$312K Buy
2,383
+2,263
+1,886% +$328K 0.08% 102
2018
Q3 		$20K Sell
120
-5,903
-98% -$1.07M ﹤0.01% 253
2018
Q2 		$1.17M Buy
6,023
+4,925
+449% +$890K 0.28% 66
2018
Q1 		$175K Sell
1,098
-42
-4% -$7.54K 0.04% 129
2017
Q4 		$201K Sell
1,140
-5,954
-84% -$1.05M 0.05% 120
2017
Q3 		$1.21M Sell
7,094
-218
-3% -$36.4K 0.31% 60
2017
Q2 		$1.1M Buy
7,312
+11
+0.2% +$1.64K 0.29% 63
2017
Q1 		$1.04M Sell
7,301
-354
-5% -$47.3K 0.3% 62
2016
Q4 		$881K Sell
7,655
-99
-1% -$12.2K 0.27% 69
2016
Q3 		$995K Buy
7,754
+7,422
+2,236% +$921K 0.3% 66
2016
Q2 		$38K Hold
332
– – 0.01% 222
2016
Q1 		$38K Sell
332
-325
-49% -$34.3K 0.01% 220
2015
Q4 		$69K Hold
657
– – 0.03% 178
2015
Q3 		$59K Buy
657
+200
+44% +$18.4K 0.02% 196
2015
Q2 		$39K Buy
457
+100
+28% +$8.17K 0.02% 245
2015
Q1 		$29K Buy
+357
New +$28K 0.01% 265

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Bruderman Asset Management's META Position: Q1 2022 in Review

Bruderman Asset Management sold out of Meta Platforms (Facebook) (META) in Q1 2022, closing a stake of 1,336 shares — an estimated $449K sold.

Bruderman Asset Management first reported a position in META in Q1 2015 and held it in 23 quarters. The position peaked at $1.21M in Q3 2017. 3,274 funds tracked by Wall St. Rank hold META as of Q1 2022.

  • Bruderman Asset Management reported no remaining Meta Platforms (Facebook) position as of Q1 2022 after selling out during the quarter.
  • Bruderman Asset Management sold 1,336 Meta Platforms (Facebook) shares in Q1 2022, an estimated $449K.
  • Bruderman Asset Management first reported a position in Meta Platforms (Facebook) in Q1 2015 and held it in 23 quarters.
  • Bruderman Asset Management's Meta Platforms (Facebook) position peaked at $1.21M in Q3 2017.
  • 3,274 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2022.

Based on Bruderman Asset Management's 13F filing for Q1 2022, filed 13 May 2022.